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Quickly connect Evernote to Zoho CRM with a Zapier template.

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Add attachments to Zoho CRM when new notes are created in Evernote
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Evernote + Zoho CRM

Add attachments to Zoho CRM when new notes are created in Evernote

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Evernote + Zoho CRM

How Zapier works

Zapier makes it easy to integrate Evernote with Zoho CRM - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Note" from Evernote.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects Evernote and Zoho CRM, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Evernote + Zoho CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Evernote and Zoho CRM

How does the Evernote and Zoho CRM integration work?

Our integration allows Evernote notes to be automatically created as Zoho CRM modules based on specific triggers. For instance, creating a new note in a designated Evernote notebook can instantly add a contact in Zoho CRM.

Can I customize the triggers and actions between Evernote and Zoho CRM?

Yes, you can customize which Evernote events will trigger an action in Zoho CRM. For example, tagging a note in Evernote can update existing records or create new tasks in Zoho CRM.

What types of data can be synced between Evernote and Zoho CRM?

The integration supports syncing notes, tags, and reminders from Evernote to various modules like contacts, leads, or tasks in Zoho CRM. You control which specific data sets are mapped over.

Is it possible to sync handwritten notes from Evernote to Zoho CRM?

Yes, handwritten notes that are stored as images in your designated notebooks can also trigger actions such as creating or updating records within Zoho CRM.

Do I need technical expertise to set up the integration between Evernote and Zoho CRM?

Our platform is designed for ease of use with no coding required. Simply choose your desired triggers from Evernote and corresponding actions within the intuitive setup wizard for Zoho CRM.

Can I use this integration to keep my teams updated on changes made in Evernote?

Absolutely! By setting up appropriate triggers for note updates or additions in Evernote, notifications can be sent to relevant team members via their assigned tasks or contact listings in Zoho CRM.

How frequently is the data synchronized between the two apps?

Synchronization occurs almost instantly after a trigger event takes place in Evernote. This ensures that any updates or new information appears promptly within your specified modules in Zoho CRM.

Connect Evernote and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Notebook
Trigger
Polling
Try It
- Notebook
Trigger
Polling
Try It
- Tags
  Required
- Note
  Required
Action
Write
- Notebook
- Make links public
- Title
  Required
- Content
  Required
- Tags
- Reminder_time
- Reminder_done_time
- Attachment
- Source_url
Action
Write
- Name
  Required
Action
Write

- Name
  Required
- Notebook
Action
Search
- Name
  Required
- Notebook
Action
Search or write

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related_Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

New Notebook
Triggers when a new notebook is added to Evernote.
Trigger
Polling
Try It
- Tag
  Required
- Notebook
Trigger
Polling
Try It
- Notebook
- Title
  Required
- Content
  Required
Action
Write
- Name
  Required
- Stack
Action
Write
- Title
  Required
- Notebook
- Tags
  Required
Action
Search
- Title
  Required
- Notebook
- Tags
  Required
- Make links public
- Content
  Required
- Reminder_time
- Reminder_done_time
- Attachment
- Source_url
Action
Search or write
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

Learn how to automate Evernote on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

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.

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Related categories

Notes

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)Zoho

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Evernote and Zoho CRM to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Add attachments to Zoho CRM when new notes are created in Evernote

Add attachments to Zoho CRM when new notes are created in Evernote

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about Evernote + Zoho CRM integrations

Connect Evernote and Zoho CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Learn how to automate Evernote on the Zapier blog

7 ways to automate Evernote with Zapier

Create a new note in Evernote when an Outlook meeting is scheduled

Learn how to automate Zoho CRM on the Zapier blog

5 ways to use the Zapier Zoho CRM integration

Connect Evernote to Zoho CRM on the world's largest no-code automation platform