Microsoft OneNote + Salesforce

Send Salesforce Opportunity Updates to OneNote

Stay on top of your sales pipeline by sending updates from Salesforce opportunities directly to OneNote. This ensures you always have the most recent information at your fingertips without switching between apps.

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New Opportunity Update

Triggers when there's an update in a Salesforce opportunity.

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Add to Opportunity Notebook

Adds the update to the specified opportunity notebook in OneNote.

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Send Salesforce opportunity updates to OneNote"

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Send Salesforce opportunity updates 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.

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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.

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Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Microsoft OneNote + Salesforce.

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Create Microsoft OneNote Note

Creates a new note in Microsoft OneNote

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Append to Microsoft OneNote Note

Appends content to an existing note in Microsoft OneNote

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List Microsoft OneNote Notes

Lists notes from a specific section in Microsoft OneNote

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List Microsoft OneNote Sections

Lists sections from Microsoft OneNote

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New Microsoft OneNote Note

Triggers when a new note is created in Microsoft OneNote

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Updated OneNote Note

Triggers when a note is updated in Microsoft OneNote

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Create Contact

Creates a new contact in Salesforce

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Delete Contact

Deletes a contact in Salesforce

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Update Contact

Updates an existing contact in Salesforce

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Read Contact

Reads details of a contact in Salesforce

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Create Account

Creates a new account in Salesforce

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Delete Account

Deletes an account in Salesforce

App details

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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.

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Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Related apps

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