Agile CRM Beta

OneNote Beta


Integrate Agile CRM with OneNote
when a deal reaches a specific milestone you choose in agile crm , create a new note in the "Quick Notes" section of your default notebook in OneNote.




What is Agile CRM?

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation

What is OneNote?

Microsoft OneNote is a computer program for free-form information gathering and multi-user collaboration. It gathers users' notes, drawings, screen clippings and audio commentaries. Notes can be shared with other OneNote users over the Internet or a network.



How to set the workflow up

  • Select Agile CRM as your trigger app and select an event
  • Select OneNote as your action app and select an event
  • Map the fields from Agile CRM to OneNote by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

When a Deal reaches a specific milestone you choose in Agile CRM , create a new note in the "Quick Notes" section of your default notebook in OneNote.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , creates a new note in a specific Notebook/Section in OneNote.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , creates a note with an embedded image (must have a public URL to that image) in OneNote.

Coming soon