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Evernote Business + Salesforce

Add new Evernote Business notes to Salesforce contacts

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.

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.

  1. When this happens...
    Evernote BusinessEvernote Business
    New Note

    Triggers when a new note is created in or moved to a notebook.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
Try this template

Supported triggers and actions

What does this mean?
evernote-business logo
evernote-business logo

About Evernote Business

Evernote Business brings the note-taking features of Evernote to your team. Capture and remember ideas and more, then collaborate on them with anyone in your company. Using Evernote on your own? Check out Evernote Personal.

Related categories

  • Notes

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