Overview  

The Zoho Notebook extension for Zoho CRM allows users to create and access notes from Zoho Notebook while working inside Zoho CRM. This integration helps capture important information related to customers, deals, and activities without leaving the CRM interface.

Notes created through the extension are saved in Zoho Notebook, allowing users to organize them within notebooks and access them later from the Notebook web, desktop, or mobile apps.

Benefits of Using Notebook with Zoho CRM  

Using Zoho Notebook alongside CRM allows users to capture important information while reviewing records or managing deals.

Some benefits include:

• Quick note capture while working on CRM records

• Voice-to-text meeting notes: Easily capture meeting discussions using voice input and convert them into structured notes instantly, helping you document conversations without interrupting the workflow.
  

• Better organization using notebooks and note cards in Zoho Notebook

• Easy access to notes across multiple devices through Notebook

• Improved documentation of meetings, calls, and customer insights

This ensures that important details are recorded and available whenever needed.

Installing the Zoho Notebook Extension  

To use Zoho Notebook within Zoho CRM, the extension must first be installed from the Zoho Marketplace.

Steps to install the extension  

1. Log in to your Zoho CRM account.

2. Click the Settings icon in the top-right corner.

3. Under Marketplace, select All.

4. Search for Zoho Notebook in the extensions list.

5. Open the Zoho Notebook extension.

6. Click Install.

7. Review and accept the required permissions.

8. Choose the users or profiles who should have access to the extension.
   

9. Click Confirm to complete the installation.



Once installed, the Zoho Notebook extension becomes available within the CRM interface.

Onboarding Screen for the Notebook Extension  

After installing the Zoho Notebook extension, users will see a dedicated onboarding screen within the Zoho CRM interface. This onboarding flow helps users quickly set up Notebook and understand how it works within CRM.

During onboarding, users will be prompted to select an organization for the Notebook extension. They can either:

• Choose an existing organization, if one is already available in their Zoho Notebook account

• Create a new organization specifically for use with the CRM extension

Selecting an organization allows the extension to manage notes and boards within that organizational workspace.

Only the Admins of the organization get the above options to choose org.

Accessing Zoho Notebook in Zoho CRM  

After installing the Zoho Notebook extension, users can access Notebook directly within Zoho CRM.

To access the extension:

1. Open Zoho CRM.

2. Navigate to the Zoho Notebook extension panel available in the CRM interface.

3. Sign in with your Zoho Notebook account if required.

Once connected, the extension displays different sections that help users manage their notes effectively.

Sections Available in the Notebook Extension  

My Notes  

The My Notes section displays all notes stored in your Zoho Notebook account. From here, you can:

• View your personal notebooks and notes

• Create new notes

• Edit or update existing notes

• Organize notes within notebooks

This section allows users to access and manage their general notes directly from Zoho CRM.

CRM Notes  

The CRM Notes section is designed for notes related specifically to CRM records.

Users can create notes associated with CRM modules such as:

• Leads

• Contacts

• Accounts

• Deals

These notes help capture information related to customer conversations, meeting summaries, or deal updates while working inside CRM.