How can I filter for leads from specific regions?

DryMerge allows you to filter leads based on custom properties in HubSpot. Specify the region criteria, and DryMerge will only add leads from those specified regions to OneNote.

Can I also use this with Trello instead of OneNote?

Yes, you can use this with Trello instead of OneNote. Just describe the changes you need to make, and DryMerge will adjust the automation accordingly.

Which people use this automation? What do they use it for?

This automation is popular among sales representatives and marketing teams who need to keep track of new leads and organize their details for follow-up activities.

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HubSpot + Microsoft OneNote

Add New HubSpot Leads to OneNote Notebooks

Effortlessly manage your newly acquired leads by sending them directly from HubSpot to OneNote. Each new lead in HubSpot will create a corresponding note in OneNote, allowing you to keep detailed information easily accessible and organized. Perfect for sales teams looking to streamline lead management.

New HubSpot Lead

Triggers when a new lead is added to HubSpot.

Create OneNote Note

Adds a new note in OneNote with the lead's details.

See more HubSpot to Microsoft OneNote integrations or use AI to customize your automation.

or pick a common variation below

Save HubSpot Notes to OneNote

HubSpot + Microsoft OneNote

Sync HubSpot Deals with OneNote

HubSpot + Microsoft OneNote

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add new HubSpot leads to OneNote notebooks"

Add new HubSpot leads to OneNote notebooks

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with HubSpot + Microsoft OneNote.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

Microsoft OneNote

OneNote is a digital note-taking app for capturing, organizing, and sharing notes. Create and manage notebooks, sync content across devices, and collaborate with team members.