Using Notebook with Zoho Connect

Using Notebook with Zoho Connect


Notebook is a note-taking app that keeps your content safe and synced in the cloud, across all the devices you use. Using the Notebook app inside, Zoho Connect, you can take down notes on posts, forums, manuals, tasks, events, and town hall questions. This will be automatically synced with your Notebook account.

Who can enable/disable the Notebook integration?

The Notebook integration is enabled by default and can be accessed by all members within the network. The network admin can however, disable the integration for all members. 

How to enable/disable the Notebook integration?

  1. Click the plug icon from the top-right part of the page.

  1. Click Manage under the new page.
  2. Click Approve/Restrict to allow or disable the use of Notebook.
  3. The changes will be automatically applied to all members within the network.

What happens once the integration is enabled?

Creating contextual notes.
  1. Members can take down their thoughts on posts, forums, manuals, tasks, events, and town hall questions.
  2. To create a contextual note (specific to the post.), click the Notebook icon.
  3. Alternatively, for the other modules (Forums, Events, Tasks, Town Hall questions), you can click the ellipses menu, and select Take Notes from the dropdown.
  4. The relevant post, event, task, etc. is mapped to the note, and can be accessed from the note.
  5. The notes will be automatically synced with the Notebook app.
  6. The relevant Connect link can also be accessed from the Notebook app as well by selecting the Associated Links option.
  7. Members can add the note as a post in Zoho Connect.
  8. All notes can be accessed through the Notebook widget in the right.
Creating general notes.
  1. Additionally if you are looking to create a generic note that is not associated with a module in Connect, you can do so, from the Notebook widget in the right. To-dos can also be created here.
  2. All general notes will also be automatically synced with the Notebook app.
Files & Images
  1. You can create an image/text card with upto 15 images. The maximum size limit per image is 30 MB.
  2. You can also create a file card that can contain a single image with a maximum size limit of 30 MB.

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now

              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                  Zoho SalesIQ Resources

                      Zoho TeamInbox Resources

                                Zoho DataPrep Resources

                                  Zoho DataPrep Demo

                                  Get a personalized demo or POC

                                  REGISTER NOW

                                    Design. Discuss. Deliver.

                                    Create visually engaging stories with Zoho Show.

                                    Get Started Now

                                                          • Related Articles

                                                          • Integrating Zoho Meeting and Zoho Connect

                                                            What is Zoho Meeting? Zoho Meeting is an online conferencing solution that lets you conduct screen-sharing sessions, and make audio or video calls to your team members. Using this integration, you can start a session with any of your Connect groups ...
                                                          • Integrating Zoho ShowTime with Zoho Connect

                                                            What is ShowTime? Zoho ShowTime is a training tool that lets you deliver your presentations and gain feedback on a secure cloud platform. This tool also allows members who work from a different location to join your session. Learn more about ...
                                                          • Using Custom Fields in Zoho Connect's boards

                                                            What are custom fields? Custom fields are additional metadata for a task, besides the default fields like Name, Description, Priority, etc. They can be created to suit the type of information required on the task for a specific project. These fields ...
                                                          • Using surveys in Zoho Connect

                                                            What is Zoho Survey? Zoho Survey is an online tool that helps you create surveys, publish them, view responses and generate reports on them. You can use the drag-and-drop builder to create your survey from scratch or you can choose from a list of ...
                                                          • Integrating Zoho People with Zoho Connect

                                                            What is Zoho People? Zoho People is an online Human Resource Management System designed to manage and access all your employee data from a centralized location. Using this integration, your organization's data such as users, designations, ...



                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                          CRM Tips

                                                          Make the most of Zoho CRM with these useful tips.

                                                            Zoho Show Resources