Not planned

OneNote integration

I think OneNote would be a great product to integrate together with Insightly. It would make sense, especially for users of Office365.

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Comments

25 comments
  • Thanks for the suggestion!

    In the meantime you may want to review Zapier for other digital note taking apps.

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  • OneNote Integration would be great.  In the interim, within OneNote you can right click your tabs and "copy link to page" within and save the link in any notes for leads, contacts and orgs.  

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  • OneNote integration would be especially helpful for those in organizations who prevent the installation of any software on their PCs ( like the Evernote desktop client), or who block programs like the Dropbox desktop client that would enable users to copy documents from the employer's domain to an outside location. Did I mention that I worked for a bank?
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  • Thanks for your feedback Andy and Don!

    Community- Please remember to vote for the request to add OneNote as an integration by clicking on the carrot.

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  • Vote early and often :-)
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  • In general, more integration with Office365 would be nice!

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  • Get it done!  Integration from OneNote to Insightly shouldn't be appreciably different from the add-in that already exists for Outlook...

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  • I would really want Onenote to be integrated, because ZAP is not an option for some users as they are not able by company policy to install any third party software. 

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  • What Christoph said...I vote for this feature :-)   not a happy camper @evernote  :-(

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  • I just switched over to Onenote due to Evernotes price hike. I don't have issues paying for a useful product, but I can't justify paying the new price when I can do eveything I did before in Onenote for free.

     

    Well... everything but enjoy integration with Insightly! 

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  • I vote YES ...with questions. My platforms: Surface Pro 3, Insightly. Evernote and Onenote.

    I use Evernote as a filing cabinet and an active sharing tool (that mostly for grocery list). I have not fully explored Onenote's capabilities but recently watching a novice user at a meeting take notes that he claimed could translate to text made me crazy.

    What I need is a way to take handwritten notes that I can then post to Insightly Contacts, Orgs and Opportunities with a button click. I can hand-write must faster, succinctly  and discreetly in a client meeting or event than typing - and I am a 50 wpm typist. I cannot afford the transcription time and hiring it done is a non-starter.

    I now get to spend the next hour recording a new client's meeting notes, plus all the other CRM components. Being able to even scan those notes into Insightly would be better but if Onenote integration would eliminate that step would save time.

    Please, I vote for this going live in the morning! And I had not yet calculated the Evernote price increase. I have no problem paying for the time savings. It is not about cost. It is about ROI of a useful tool.

     

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  • Don't see a carrot to vote for this (maybe voting is closed?) but I definitely would like to see OneNote integration. I'm being kicked off Evernote by the company tech cops and asked to fully adopt OneNote. Thanks for making Insightly such a great product!

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  • This is an awesome idea. Hope to see this integration soon.

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  • I'd also like to see OneNote integration soon. I never use Evernote.

     

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  • I sure hope the developers at Insightly decided to add OneNote integration. You guys have done a great job with the application

     

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  • I would also like to very much see this feature added.

     

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  • I cant help but notice this post dates back to 2015....09/08/2015, and there is still no OneNote integration. I am new to insightly, still trying it out against other platforms, so its good that I am learning early on, before I subscribe that Insightly doesn't care what their customers want. If its been requested for 2 years and still isn't implemented its clear they don't care.

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  • I cant help but notice this post dates back to 2015....09/08/2015, and there is still no OneNote integration. I am new to insightly, still trying it out against other platforms, so its good that I am learning early on, before I subscribe that Insightly doesn't care what their customers want. If its been requested for 2 years and still isn't implemented its clear they don't care.

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  • OneNote integration is greatly needed.  My company uses outlook and onenote but there is not easy way to link notes like is available with Evernote.  It would help create a seamless connection for MS 365 users.  

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  • This should be as easy as Evernote.  

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  • We are moving to Office 365 internally and integration between Insightly and OneNote is required. Without it I feel the IT team may look at other CRM options.

     

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  • ONE NOTE integration would be nice. Very useful for who use office 365 like us!! txs!!

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  • It's (as Barbara Walters would say) 2020.

    Where's the beef ... OneNote integration ..

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  • My work-around for using OneNote with Insightly.  I added a note in Insightly.  In the body is just a link to a section of my "Insightly Opportunity" notebook in OneNote.  Click on the link in Insightly and it directs you to the related notes in OneNote.

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