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.
- When this happens...New NoteTriggers when a new note is created in or moved to a notebook.
- automatically do this!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
Try ItTriggerPolling- Notebook
Try ItTriggerPolling- TagsRequired
- NoteRequired
ActionWrite- NotebookRequired
- Make links public
- TitleRequired
- ContentRequired
- Tags
- Reminder_time
- Reminder_done_time
- Attachment
- Source_url
ActionWrite
- New Notebook
Triggers when a new notebook is added to Evernote.
Try ItTriggerPolling - TagRequired
- Notebook
Try ItTriggerPolling- NotebookRequired
- TitleRequired
- ContentRequired
ActionWrite- NameRequired
- Stack
ActionWrite
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 is a leading enterprise customer relationship manager (CRM) application.
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