How can I filter for deals that are likely to close?

DryMerge allows you to filter deals based on their likelihood to close. Just define the criteria for deals likely to close, and only updates to those deals will be archived in OneNote.

Can I also archive updates to contacts?

Yes, you can also archive updates to contacts. Specify that you want to include contact updates, and DryMerge will adjust the automation accordingly.

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

Sales representatives and account managers use this automation to keep detailed records of all changes to their deals, ensuring a clear historical record for future reference.

Home Contact Pricing Apps Blog

HubSpot + Microsoft OneNote

Archive HubSpot Deal Updates in OneNote

Maintain a historical record of all updates to deals in HubSpot by archiving them in OneNote. When a deal is updated in HubSpot, an entry is created in OneNote to reflect the change. This is perfect for sales teams who need to track the progress and modifications of their deals over time.

HubSpot Deal Updated

Triggers when a deal in HubSpot is updated.

Create OneNote Entry

Adds a note in OneNote for the updated deal.

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

or pick a common variation below

Save HubSpot CRM Updates in OneNote

HubSpot + Microsoft OneNote

Preserve HubSpot Contact Updates in 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, "Archive HubSpot deal updates in OneNote"

Archive HubSpot deal updates in OneNote

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.