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Evernote + Pipedrive

Evernote + Pipedrive

Evernote + Pipedrive integrations

Create notes in Evernote for new deal matching filters in Pipedrive

Maintaining an organized record of your business dealings is crucial for efficiency. With this workflow, once a deal matches your set filter in Pipedrive, a note pertaining to that deal is instantly created in Evernote. This not only enhances your Pipedrive-Evernote collaboration but also ensures you have all important deal details systematically recorded for future reference. Optimize your business process with this streamlined automation.

  1. When this happens...
    Deal Matching Filter
    Deal Matching Filter
    Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Create Note
    Create Note
    Create NoteTriggers when a new note is created in or moved to a notebook.
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More things you can do with Pipedrive and Evernote

Discover other triggers and actions you can use with Pipedrive and Evernote

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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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.
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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