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Evernote + Salesforce

Evernote + Salesforce

Evernote + Salesforce integrations

Add new Evernote notes to Salesforce

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.

  1. When this happens...
    New Note
    New Note
    New NoteTriggers when a new note is created in or moved to a notebook.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreates a new record of a specified Salesforce object.
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More things you can do with Evernote and Salesforce

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

    • Notebook
    Trigger
    Polling
    Try It
    • Notebook
    Trigger
    Polling
    Try It
    • Tags
      Required
    • Note
      Required
    Action
    Write
    • Notebook
      Required
    • Make links public
    • Title
      Required
    • Content
      Required
    • Tags
    • Reminder_time
    • Reminder_done_time
    • Attachment
    • Source_url
    Action
    Write
    • Tag
      Required
    • Notebook
    Trigger
    Polling
    Try It
    • Notebook
      Required
    • Title
      Required
    • Content
      Required
    Action
    Write
    • Name
      Required
    • Stack
    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.
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salesforce logo
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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