How to connect Microsoft OneNote and Zoho Campaigns
Create a New Scenario to Connect Microsoft OneNote and Zoho Campaigns
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Microsoft OneNote, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft OneNote or Zoho Campaigns will be your first step. To do this, click "Choose an app," find Microsoft OneNote or Zoho Campaigns, and select the appropriate trigger to start the scenario.

Add the Microsoft OneNote Node
Select the Microsoft OneNote node from the app selection panel on the right.

Microsoft OneNote
Configure the Microsoft OneNote
Click on the Microsoft OneNote node to configure it. You can modify the Microsoft OneNote URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Zoho Campaigns Node
Next, click the plus (+) icon on the Microsoft OneNote node, select Zoho Campaigns from the list of available apps, and choose the action you need from the list of nodes within Zoho Campaigns.

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Authenticate Zoho Campaigns
Now, click the Zoho Campaigns node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Campaigns settings. Authentication allows you to use Zoho Campaigns through Latenode.
Configure the Microsoft OneNote and Zoho Campaigns Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Microsoft OneNote and Zoho Campaigns Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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Zoho Campaigns
Trigger on Webhook
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Webhook response

Save and Activate the Scenario
After configuring Microsoft OneNote, Zoho Campaigns, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Microsoft OneNote and Zoho Campaigns integration works as expected. Depending on your setup, data should flow between Microsoft OneNote and Zoho Campaigns (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Microsoft OneNote and Zoho Campaigns
Microsoft OneNote + Google Calendar + Zoho Campaigns: When a new note is created in OneNote, create an event in Google Calendar to schedule the campaign execution. Then, create a new campaign in Zoho Campaigns based on the OneNote content.
Zoho Campaigns + Microsoft OneNote + Microsoft Teams: When a new campaign is created in Zoho Campaigns, create a note in OneNote to archive the campaign strategy. Then, send a channel message in Microsoft Teams with a summary of the campaign.
Microsoft OneNote and Zoho Campaigns integration alternatives
About Microsoft OneNote
Automate OneNote tasks within Latenode: create notes from new leads, log support tickets, or archive data. Use Latenode to trigger actions based on OneNote updates, populate notebooks with data from other apps, and manage your information flow automatically. This avoids manual copy/paste and keeps your notes synchronized across systems.
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About Zoho Campaigns
Use Zoho Campaigns in Latenode to automate email marketing based on triggers from other apps. Segment lists, personalize content, and track results using Latenode's visual editor. Connect Zoho Campaigns to CRMs, databases, or payment systems for smarter, automated campaigns. Scale outreach efforts without complex coding or per-step fees.
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See how Latenode works
FAQ Microsoft OneNote and Zoho Campaigns
How can I connect my Microsoft OneNote account to Zoho Campaigns using Latenode?
To connect your Microsoft OneNote account to Zoho Campaigns on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Microsoft OneNote and click on "Connect".
- Authenticate your Microsoft OneNote and Zoho Campaigns accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new leads to Zoho Campaigns from OneNote?
Yes, you can! Latenode's visual editor makes this simple. Automatically add new contacts from OneNote notes to Zoho Campaigns, enriching data with AI and custom logic for improved segmentation.
What types of tasks can I perform by integrating Microsoft OneNote with Zoho Campaigns?
Integrating Microsoft OneNote with Zoho Campaigns allows you to perform various tasks, including:
- Add meeting notes from OneNote as custom fields to Zoho Campaigns contacts.
- Trigger email campaigns in Zoho Campaigns based on OneNote notebook updates.
- Create new Zoho Campaigns leads from OneNote contact information.
- Sync OneNote content snippets to Zoho Campaigns email templates.
- Update Zoho Campaigns contact details based on information extracted from OneNote.
How secure is my Microsoft OneNote data when using Latenode?
Latenode employs industry-standard security measures, including encryption and access controls, ensuring your data remains secure throughout the integration process.
Are there any limitations to the Microsoft OneNote and Zoho Campaigns integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large OneNote notebooks may take longer to process.
- Complex OneNote formatting may not be fully supported.
- Zoho Campaigns API rate limits may affect high-volume workflows.