Evernote + Salesforce Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Evernote and Salesforce, with as many as 151 possible integrations. Are you ready to find your productivity superpowers?
Add new Evernote notes to Salesforce as notes
If you take notes in Evernote when on the road, use Zapier to start adding new notes to Salesforce CRM as you create them. You can pick an Evernote notebook to watch for new notes, and you could use the note title or a tag on the note to lookup a Salesforce object via name or email address. You'll need to include the name or email or a Salesforce object on either your Evernote note title or tag for the integration to work.
Once you set up this Evernote-Salesforce integration, new Evernote notes submitted from that point forward are individually added to Salesforce as notes.
Note: This Zapier integration doesn't create Salesforce notes from Evernote notes that have already been created, only notes that are created after you've set it up.
How It Works
- A new Evernote note is created.
- Zapier adds the data submitted to Salesforce as a note.
What You Need
- An Evernote account
- A Salesforce account
It's easy to connect Evernote + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new note is created in or moved to a notebook.
Adds existing tags to a note.
Triggers when a specific tag is added to a note in Evernote.
Creates a new note in a notebook for Evernote.
Triggers when a new reminder with a date is added to a notebook.
Appends content to an existing note by title inside Evernote (it will be created first if it doesn't exist).
Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
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