When this happens...
EvernoteNew Note
Then do this...
SalesforceCreate Note (Legacy)

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

  1. A new Evernote note is created.
  2. Zapier adds the data submitted to Salesforce as a note.

What You Need

  • An Evernote account
  • A Salesforce account

Why Zapier?


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It's easy to connect Evernote + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Note

Triggers when a new note is created in or moved to a notebook.

Tag Note

Adds existing tags to a note.

New Tag Added to Note

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

Create Note

Creates a new note in a notebook for Evernote.

New Reminder

Triggers when a new reminder with a date is added to a notebook.

Append to Note

Appends content to an existing note by title inside Evernote (it will be created first if it doesn't exist).

New Lead

Triggers when a new lead is created.

Create Lead

Create a new lead.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Add a Lead to a Campaign

Add a lead to a campaign.

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Become a Zapier Integration Partner

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 More

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations