How can I filter for tasks with high priority?

DryMerge allows you to filter tasks based on their priority level in HubSpot. Specify what constitutes a high-priority task, and only those will be transferred to OneNote.

Can I use this with Asana instead of OneNote?

Yes, this automation can be customized for Asana. Describe the changes you need, and DryMerge will tailor the automation to your requirements.

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

Project managers and team leads use this automation to monitor and manage task assignments effectively, ensuring that all team members are aware of their responsibilities.

HubSpot + Microsoft OneNote

Transfer HubSpot Task Assignments to OneNote

Enhance your task management by transferring assigned tasks from HubSpot to OneNote. Each assigned task in HubSpot will automatically create a note in OneNote with all relevant details. This setup is ideal for project managers and team leads to ensure tasks are tracked and completed efficiently.

New Task Assigned

Notices when a new task is assigned to you in HubSpot.

Create OneNote Task

Generates a new note in OneNote with all relevant task details, keeping you on track.

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

or pick a common variation below

Record HubSpot Call Logs to OneNote

HubSpot + Microsoft OneNote

Add New HubSpot Leads to OneNote Notebooks

HubSpot + Microsoft OneNote

Sync HubSpot Deals with 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, "Transfer HubSpot task assignments to OneNote"

Transfer HubSpot task assignments 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

Create Lead

Creates a new lead in HubSpot

Delete Lead

Deletes a lead in HubSpot

Update Lead

Updates the stage/lead value of a lead in HubSpot

Read Lead

Reads context about a lead 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

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.