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.

Copy Your Evernote Business Notes to Salesforce Notes on a Contact
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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.

Salesforce integration logo

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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