How can I filter for high-value deals?

DryMerge allows you to filter deals based on their value. Simply specify what you consider a high-value deal, and only those will be added to OneNote.

Can I use this with Google Keep instead of OneNote?

Though this automation is designed for OneNote, it can be adjusted for Google Keep upon request. Describe the changes you need, and DryMerge will configure the automation accordingly.

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

Sales managers and account executives use this automation to monitor and manage high-value deals more efficiently by having quick access to deal information in OneNote.

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HubSpot + Microsoft OneNote

Sync HubSpot Deals with OneNote

Keep track of your sales deals by syncing them from HubSpot to OneNote. For each new deal created in HubSpot, an associated note is created in OneNote. This helps sales teams quickly review and manage deal information, ensuring no opportunity is overlooked.

New HubSpot Deal

Triggers when a new deal is created in HubSpot.

Create OneNote Note

Creates a new note in OneNote for the deal.

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

or pick a common variation below

Save HubSpot Notes to OneNote

HubSpot + Microsoft OneNote

Add New HubSpot Leads to OneNote Notebooks

HubSpot + Microsoft OneNote

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Sync HubSpot deals with OneNote"

Sync HubSpot deals with 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.