When this happens...
Evernote BusinessNew Note
Then do this...
SalesforceCreate Note (Legacy)

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.

Premium
Evernote Business is a Premium integration on Zapier.
Premium
Salesforce is a Premium integration on Zapier.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Evernote Business + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Evernote Business
New Note

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

Evernote Business
Tag Note

Adds existing tags to a note.

Evernote Business
New Tag Added to Note

Triggers when a specific tag is added to a note in Evernote.

Evernote Business
Create Note

Creates a new note in a notebook for Evernote.

Evernote Business
New Reminder

Triggers when a new reminder with a date is added to a notebook.

Evernote Business
Append to Note

Appends content to an existing note by title inside Evernote (it will be created first if it doesn't exist).

Salesforce
New Lead

Triggers when a new lead is created.

Salesforce
Create Lead

Create a new lead.

Salesforce
New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Salesforce
Add a Lead to a Campaign

Add a lead to a campaign.

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Become a Zapier Integration Partner

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