OneNote + Zoho CRM Integrations

How to connect OneNote + Zoho CRM

Zapier lets you send info between OneNote and Zoho CRM 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 Attachment

Add attachment to the slected Module entry

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 Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled

Zoho CRM
Triggers instantaneously when any entry is created in the specified module.
Instant
Trigger
Zoho CRM
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Scheduled
Trigger
Zoho CRM
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Scheduled
Trigger
Zoho CRM
Triggers instantaneously when any entry is created or updated in the specified module.
Instant
Trigger
Zoho CRM
Triggers when a new active user is added to your Zoho CRM account.
Scheduled
Trigger
Zoho CRM
Triggers instantaneously when a module entry is updated
Instant
Trigger
Zoho CRM
Add attachment to the slected Module entry
Scheduled
Action
Zoho CRM
Add new tag to existing module entries
Scheduled
Action
Zoho CRM
Convert an existing lead to contact and account
Scheduled
Action
Zoho CRM
Creates a new entry in a module
Scheduled
Action
Zoho CRM
Update existing entry in the selected module
Scheduled
Action
Zoho CRM
Relates an entry in this module with an entry in another module
Scheduled
Action
Zoho CRM
Create or update module entries
Scheduled
Action
Zoho CRM
Finds an entry in a module
Scheduled
Action
Zoho CRM
Create contact if contact does not exist
Scheduled
Action
Zoho CRM
Create Lead if contact does not exist
Scheduled
Action
Zoho CRM
Create module entry if entry does not exist
Scheduled
Action

How OneNote + Zoho CRM Integrations Work

Step 1: Authenticate OneNote + Zoho CRM.
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 + Zoho CRM

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