OneNote + Salesforce Integrations

How to connect OneNote + Salesforce

Zapier lets you send info between OneNote and Salesforce automatically—no code required.

When this happens...

New Note in Section

Triggers when a new note is created in a notebook/section.

automatically do this!

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Supported triggers and actions

What does this mean?

New Note in Section
Triggers when a new note is created in a notebook/section.
Trigger
Scheduled
Append Note
Appends content to the end of a note.
Action
Write
Create Image Note
Creates a note with an embedded image (must have a public URL to that image).
Action
Write
Create Note
Create a new note in the "Quick Notes" section of your default notebook.
Action
Write
Create Note in Section
Creates a new note in a specific Notebook/Section
Action
Write

Create Page/Note From Url Link
Given a URL, we'll download it and place it in your OneNote account!
Action
Write
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant

New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled

Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action

How OneNote + Salesforce Integrations Work

Step 1: Authenticate OneNote + Salesforce.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect OneNote + Salesforce

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 More