Evernote
When this happens...
EvernoteNew Note

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?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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 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 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 Contact

Triggers when a new contact is created.

Create Contact

Create a new contact.

New Custom Object

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

Add a Contact to a Campaign

Add a contact to a campaign.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

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.

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

See Salesforce Integrations