Evernote
When this happens...
EvernoteCreate Note

After a deal or quotation has been accepted in Teamleader, you'll want to store this information in Evernote, where you keep track of all your to do's and follow up for the next few days. This Zapier automation allows you to do this by adding a new note to the notebook of your choice whenever a new deal is accepted in Teamleader. This way, you'll never miss out on your lead follow up!

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It's easy to connect Evernote + Teamleader 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 Contact

Triggers when a new contact is added.

Create Deal

Creates a new deal.

New Company

Triggers when a new Company is added.

Create Contact

Creates a new contact.

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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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Teamleader incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

See Teamleader Integrations