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Evernote + Zoho CRM

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

Streamline your note-taking process with this Evernote and Zoho CRM connection. Every time you create a new note in Evernote, it will promptly add it as an attachment in Zoho CRM. This simplifies your task, ensuring all crucial details are captured and stored in one place, enhancing organization and productivity.

Streamline your note-taking process with this Evernote and Zoho CRM connection. Every time you create a new note in Evernote, it will promptly add it as an attachment in Zoho CRM. This simplifies your task, ensuring all crucial details are captured and stored in one place, enhancing organization and productivity.

  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!
    Zoho CRMZoho CRM
    Add Attachment

    Add attachment to the selected Module entry

    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
    • 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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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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