Evernote + Salesforce

Copy new Evernote notes to Salesforce

Evernote makes it easy to take notes on the go, but all of your contact info already lives in Salesforce. This integration will automatically copy your Evernote notes to the appropriate Salesforce contacts, so you'll always have your notes whenever you need them.

Evernote makes it easy to take notes on the go, but all of your contact info already lives in Salesforce. This integration will automatically copy your Evernote notes to the appropriate Salesforce contacts, so you'll always have your notes whenever you need them.

  1. When this happens...
    EvernoteEvernote
    New Note

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

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Notebook

    Trigger
    Scheduled
    Try It
    • Notebook

    Trigger
    Scheduled
    Try It
    • TagsRequired

    • NoteRequired

    Action
    Write
    • NotebookRequired

    • TitleRequired

    • ContentRequired

    • Tags

    • Reminder Time

    • Reminder Done Time

    • Attachment

    • Source Url

    Action
    Write
  • Evernote triggers, actions, and search

    New Notebook

    Triggers when a new notebook is added to Evernote.

    Trigger
    Scheduled
    Try It
    • TagRequired

    • Notebook

    Trigger
    Scheduled
    Try It
    • NotebookRequired

    • TitleRequired

    • ContentRequired

    Action
    Write
    • NameRequired

    • Stack

    Action
    Write
evernote logo
evernote logo

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.
Learn moreHelp

Related categories

  • Notes

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salesforce logo
salesforce logo

About Salesforce

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

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  • CRM (Customer Relationship Management)

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