OneNote for Zoho CRM

Add and manage notes in a single place using OneNote extension for Zoho CRM

Built for: CRM Developed by: Zoho Corporation
900+ Installs
  ( 16 )

The OneNote extension enables the features of OneNote within Zoho CRM. Whenever you talk to leads, contacts, deals, or internal employees, you can quickly make a note of it. These notes can be easily added to OneNote from Zoho CRM with just a few clicks. You can add a text file or media file to a record in Zoho CRM, by attaching it to your note using this extension.

Key Features:

  • Add notes to OneNote from Zoho CRM
  • Attach media files or text files according to your need
  • A book with the name of the Zoho CRM module will be created in OneNote
  • The notes related to a particular record will be listed in the related list, "OneNote notes"

Note:
The extension is supported both for personal and business Microsoft accounts.

Tags

Deployment type Zoho platform
Published date Jan 3, 2019
Version 1.1
Latest Released date Oct 26, 2023
Category Marketing
Pricing Free
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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