Using Notebook with Zoho Connect

Using Notebook with Zoho Connect

Feature Availability


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 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
      Redefine the way you work
      with Zoho Workplace

        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 Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series

                                            • Digest

                                            • Functions

                                            • Meetups

                                            • Kbase

                                            • Resources

                                            • Glossary

                                            • Desk Marketplace

                                            • MVP Corner

                                            • Word of the Day

                                              Zoho Marketing Automation

                                                Zoho Sheet Resources


                                                    Zoho Forms Resources

                                                      Secure your business
                                                      communication with Zoho Mail

                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times

                                                        Carry your calendar with you
                                                        Anytime, anywhere

                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now

                                                                        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 ShowTime with Zoho Connect

                                                                                                          Feature Availability 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. ...
                                                                                                        • Integrating Zoho Meeting and Zoho Connect

                                                                                                          Feature Availability 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 ...
                                                                                                        • 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 ...
                                                                                                        • Encryption at Zoho Connect

                                                                                                          What is encryption? Encryption is primarily used to safeguard the contents of a message so that only the intended recipient can read it. This is done by replacing the contents with unrecognizable data, which could be understood only by the intended ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace



                                                                                                            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