Notebook Extension in Zoho CRM

Notebook Extension in Zoho CRM

Install Zoho Notebook extension
  1. Navigate to Marketplace > All.

  2. Search for Zoho Notebook for Zoho CRM and click on it.

  3. Click Install.

  4. Verify your details and then click Install.

  5. Under the General section, select the profiles, and users you want the extension to be shared with or given access to.

  6. Agree to the terms of use.

  7. Click Save Changes.


Custom Button :

  1. Open notebook supported entity (Leads, Contacts, Accounts, Deals) and select any record of it.

  2. On right hand side top of the screen you will find options to 'Write note', 'Add ToDo', 'Add Photo', 'Attach Files', 'Record Audio'.

  3. Created note will be implicitly associated to that particular record. 


Related List :
  1. In the details page of the entity record. you will find Related List in the left hand side.

  2. Click on the 'Zoho Notebook' option. You can find the notes taken for that particular record by that org users.


Web Tab:
  1. Search for the 'Zoho Notebook' module in the Web Tab section.

  1. You will find the all notes taken by you along with the details of entity record to which note is associated to.

Uninstall the extension:  

  1. Navigate to  Marketplace > All.

  2. Click Installed.

  3. Click Zoho Notebook for Zoho CRM.

  4. Click Uninstall.

    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

                        Still can't find what you're looking for?

                        Write to us:



                              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

                                                                                                • Notebook Extension in Zoho Sprints

                                                                                                  While you plan, track and collaborate using Zoho Sprints, Notebook’s integration with your projects helps you to boost your productivity. Install Zoho Notebook extension Navigate to > Marketplace > All. Search for Zoho Notebook for Zoho Sprints and ...
                                                                                                • Notebook Extension for Zoho Writer

                                                                                                  Now, capture, view, and edit all your notes while you write your document within Zoho Writer. Install Zoho Notebook extension Navigate to > Marketplace > All. Search for Zoho Notebook for Zoho Writer and click on it. Click Install. Verify your ...
                                                                                                • Notebook extension for Zoho CRM

                                                                                                  Introduction With Notebook extension for Zoho CRM, you can experience rich features including multi-way accessibility of notes, the ability to collaborate with other users, and a curated view for managing your notes using the CRM Board. In this ...
                                                                                                • Notebook and Zapier integration

                                                                                                  Connect your favorite apps together with Notebook and Zapier integration. If you use Zapier to get things done then use Notebook and Zapier integration to allow data to flow from your favorite apps without any hassle. Before you begin Only registered ...
                                                                                                • Notebook and Zoho Flow integration

                                                                                                  Connect your thoughts and favorite apps together with Notebook and Zoho Flow integration. Automate any tasks to keep doing what you do best. Create new notebooks for projects in Asana, record new events in Calendly to Notebook, create tasks in ...
                                                                                                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