How can I filter for chats with specific keywords?

DryMerge allows you to filter chats based on specific keywords or phrases. Specify the keywords you are interested in, and only those chat transcripts will be stored in OneNote.

Can I store these chat transcripts in Evernote instead?

Yes, you can store chat transcripts in Evernote instead of OneNote. Let us know your preferences, and we will adjust the setup accordingly.

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

Customer support teams and quality assurance managers use this automation to keep a detailed history of customer chat interactions, aiding in training and continuous improvement.

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HubSpot + Microsoft OneNote

Log HubSpot Chat Transcripts to OneNote

Keep a detailed record of your customer interactions by logging chat transcripts from HubSpot to OneNote. Each chat conversation in HubSpot will create a corresponding note in OneNote. Ideal for customer support teams who need to track and review chat interactions for quality and training purposes.

New Chat Transcript

Triggers when a new chat transcript is available.

Log Transcript to Note

Logs the chat transcript to OneNote as a new note.

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

or pick a common variation below

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How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Log HubSpot chat transcripts to OneNote"

Log HubSpot chat transcripts to 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.