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Evernote + Odoo CRM

Generate new Odoo CRM leads whenever new tags are added to Evernote notes

Boost your lead generation with this efficient workflow. Whenever a new tag is added to a note in the Evernote app, a fresh lead is created in your Odoo CRM, making sure that all relevant information from Evernote is seamlessly transferred to your Odoo CRM. This automated process eliminates the need for manual data entry and ensures a swift and accurate transfer of information.

Boost your lead generation with this efficient workflow. Whenever a new tag is added to a note in the Evernote app, a fresh lead is created in your Odoo CRM, making sure that all relevant information from Evernote is seamlessly transferred to your Odoo CRM. This automated process eliminates the need for manual data entry and ensures a swift and accurate transfer of information.

  1. When this happens...
    EvernoteEvernote
    New Tag Added to Note

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

    TriggerScheduled
  2. automatically do this!
    Odoo CRMOdoo CRM
    Create Lead

    Triggers on a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Notebook

    Trigger
    Scheduled
    Try It
    • Notebook

    Trigger
    Scheduled
    Try It
    • TagsRequired

    • NoteRequired

    Action
    Write
    • NotebookRequired

    • TitleRequired

    • ContentRequired

    • Tags

    • Reminder Time

    • Reminder Done Time

    • Attachment

    • Source Url

    Action
    Write
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About Evernote

Evernote is a powerful note taking application that makes it easy to capture ideas, images, contacts, and anything else you need to remember. Bring your life's work together in one digital workspace—available on all major mobile platforms and devices. Using Evernote for work? See Evernote Business.
Learn moreHelp

Related categories

  • Notes

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odoo logo

About Odoo CRM

Odoo is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."

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