How can I filter for updates from specific sales territories?

DryMerge allows you to filter CRM updates based on sales territories. Indicate the territories you are interested in, and only those updates will be archived in OneNote.

Can I also save updates to shared documents?

Yes, you can also save updates to shared documents. Specify this requirement, and DryMerge will adjust the automation accordingly.

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

Sales and account managers use this automation to keep a detailed history of their CRM updates, ensuring they can review and track changes effectively.

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HubSpot + Microsoft OneNote

Save HubSpot CRM Updates in OneNote

Easily save and organize your CRM updates by archiving them from HubSpot to OneNote. Each update to records in HubSpot will be saved as a note in OneNote, providing a detailed and organized history of all your CRM activities. This is beneficial for sales and account managers who need to track changes and updates over time.

HubSpot CRM Update

Triggers when a CRM record is updated in HubSpot.

Archive in OneNote

Saves the CRM update as a new note in OneNote.

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

or pick a common variation below

Archive HubSpot Deal Updates in OneNote

HubSpot + Microsoft OneNote

Preserve HubSpot Contact Updates in OneNote

HubSpot + Microsoft OneNote

Save HubSpot Notes to 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, "Save HubSpot crm updates in OneNote"

Save HubSpot crm 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.