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Quickly connect OneNote to Salesforce with a Zapier template.

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Create Salesforce records from new OneNote notes in sections
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OneNote + Salesforce
Create Salesforce files from new OneNote notes in a section
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OneNote + Salesforce
Create Salesforce notes from new OneNote notes in a section
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OneNote + Salesforce

Create Salesforce records from new OneNote notes in sections

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OneNote + Salesforce

Create Salesforce files from new OneNote notes in a section

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OneNote + Salesforce

Create Salesforce notes from new OneNote notes in a section

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OneNote + Salesforce

How Zapier works

Zapier makes it easy to integrate OneNote with Salesforce - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Note in Section" from OneNote.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects OneNote and Salesforce, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about OneNote + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with OneNote and Salesforce

How can I integrate OneNote with Salesforce?

We provide a seamless way to connect OneNote with Salesforce using our automation platform. You can set up triggers for specific events in Salesforce, like 'New Lead' or 'Updated Account', to create new notes in OneNote automatically.

What are some common triggers I can use with this integration?

Common triggers include 'New Contact', 'Updated Opportunity', and 'New Account' in Salesforce, which can automatically create or update notes in OneNote.

Are there any pre-set templates available for integration?

Yes, we have pre-built templates that facilitate quick setup between Salesforce and OneNote for common use cases such as syncing contacts or updating notes based on opportunity changes.

Is coding knowledge required to set up the integration?

No coding is required. Our platform offers a user-friendly interface where you can connect OneNote and Salesforce using simple drag-and-drop functionality for setting up triggers and actions.

Can I customize the actions that occur when a trigger is activated?

You have the flexibility to customize actions such as creating a note, updating existing notes, or even attaching files within OneNote based on different triggers from Salesforce.

What should I do if my integration isn't working?

Please verify that all settings are correct and ensure both apps are authenticated on our platform. If issues persist, consult our help center for troubleshooting tips focused on trigger and action setups.

Can this integration work both ways between OneNote and Salesforce?

Currently, our primary setup supports trigging actions in OneNote based on events from Salesforce. However, additional configurations might be necessary for triggering back into Salesforce from changes within OneNote.

Connect OneNote and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Notebook
  Required
- Section
  Required
Trigger
Polling
Try It
- Title
  Required
- Image URL
  Required
Action
Write
- Notebook
  Required
- Section
  Required
- Title
  Required
- Content Type
- Content
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL Link
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It

- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
  Required
- Description
- Salesforce Object
  Required
Action
Write
- Title
  Required
- Body
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Notebook
  Required
- Section
  Required
- Page/Note
  Required
- Content Type
- Content
  Required
Action
Write
- Title
  Required
- Content Type
- Content
  Required
Action
Write
- URL Link
  Required
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Title
  Required
- Content
  Required
- Salesforce Object
  Required
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL Link
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Learn how to automate OneNote on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About OneNote

Microsoft OneNote is a note-taking app that makes it easy to capture and save ideas, images, audio recordings, and anything else you need to remember.

Learn moreLearn moreHelpHelp

Related categories

Microsoft Notes

Similar apps

Google Docs

Documents, Google

Dropbox

File Management & Storage

Evernote

Notes

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect OneNote to Salesforce on the world's largest no-code automation platform

Explore OneNote + Salesforce Integrations

gmail

Explore OneNote + Salesforce Integrations

gmail

Connect OneNote and Salesforce to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Create Salesforce records from new OneNote notes in sections

Create Salesforce files from new OneNote notes in a section

Create Salesforce notes from new OneNote notes in a section

Create Salesforce records from new OneNote notes in sections

Create Salesforce files from new OneNote notes in a section

Create Salesforce notes from new OneNote notes in a section

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about OneNote + Salesforce integrations

Connect OneNote and Salesforce to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Learn how to automate OneNote on the Zapier blog

How to create a new note in OneNote from a Notion database

7 ways to automate OneNote with Zapier

Learn how to automate Salesforce on the Zapier blog

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Connect OneNote to Salesforce on the world's largest no-code automation platform

Explore OneNote + Salesforce Integrations

Explore OneNote + Salesforce Integrations