Evernote Business + Salesforce Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Evernote Business and Salesforce, with as many as 238 possible integrations. Are you ready to find your productivity superpowers?
Copy Your Evernote Business Notes to Salesforce Notes on a Contact
Evernote Business makes it easy to take notes on the go, but all of your contact info already lives in Salesforce. This integration will automatically copy your Evernote Business Notes to the appropriate Salesforce contacts, so you'll always have your notes whenever you need them.
Use normal Evernote? Then check out this integration instead.
How it Works
Whenever you create a new note in a specific Evernote Business notebook, Zapier will copy the note, lookup your Salesforce contact by the tag on your note, then save the Evernote note as a new note on your Salesforce contact. The Salesforce note will even include a link to your Evernote note so you can open the original note easily.
What You Need
- An Evernote Business Account with a notebook for your Salesforce notes and tags for your contacts
- A Salesforce Account
Got that? Then let's get started.
It's easy to connect Evernote Business + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new note is created in or moved to a notebook.
Adds existing tags to a note.
Triggers when a specific tag is added to a note in Evernote.
Creates a new note in a notebook for Evernote.
Triggers when a new reminder with a date is added to a notebook.
Appends content to an existing note by title inside Evernote (it will be created first if it doesn't exist).
Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
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