How can I filter for notes related to specific projects?

DryMerge allows you to filter notes based on tags or custom properties in HubSpot. Define the project criteria, and only notes related to those projects will be saved to OneNote.

Can I use this with Evernote instead of OneNote?

Yes, this automation can be set up to work with Evernote. Provide the specifics of your requirements, and DryMerge will configure the automation accordingly.

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

Product managers and research teams commonly use this automation to ensure that all relevant notes are stored in a central location, facilitating better collaboration and knowledge sharing.

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HubSpot + Microsoft OneNote

Save HubSpot Notes to OneNote

Centralize your notes by saving them from HubSpot to OneNote. Each time a new note is created in HubSpot, it will automatically be saved in OneNote. This ensures that all important information is stored and accessible in one place, making it easier for teams to collaborate and keep track of key insights.

New HubSpot Note

Triggers when a new note is created in HubSpot.

Save to OneNote

Saves the new HubSpot note to a OneNote notebook.

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

or pick a common variation below

Sync HubSpot Deals with OneNote

HubSpot + Microsoft OneNote

Add New HubSpot Leads to OneNote Notebooks

HubSpot + Microsoft OneNote

Save HubSpot CRM Updates in 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 notes to OneNote"

Save HubSpot notes 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.