When this happens...
Zoho CRMNew Lead
Then do this...
EvernoteCreate Note

Ever needed a scratch pad to jot down notes for all your sales leads? This Zoho CRM Evernote integration makes it a breeze to automatically create new Evernote note for each new Zoho CRM lead so that you have a fresh note pad for taking notes on your conversations with your leads.

Note: Works for any new leads in Zoho CRM.

How It Works

  1. A new lead is added to Zoho CRM
  2. Zapier automatically creates a new note in Evernote in a designated notebook for your lead

What You Need

  • Zoho CRM account
  • Evernote account
Premium
Zoho CRM is a Premium integration on Zapier.

Why Zapier?

Free

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Secure

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It's easy to connect Evernote + Zoho CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Evernote
New Note

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

Evernote
Tag Note

Adds existing tags to a note.

Evernote
New Tag Added to Note

Triggers when a specific tag is added to a note in Evernote.

Evernote
Create Note

Creates a new note in a notebook for Evernote.

Evernote
New Reminder

Triggers when a new reminder with a date is added to a notebook.

Evernote
Append to Note

Appends content to an existing note by title inside Evernote (it will be created first if it doesn't exist).

Zoho CRM
New Contact

Triggered when you add a new contact.

Zoho CRM
Create Contact

Adds a new contact.

Zoho CRM
New Lead

Triggered when you add a new lead.

Zoho CRM
Create/Update Lead

Adds a new lead. Can be used to update an existing one too.

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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.

Zoho makes it easy to get the complete picture of your sales cycle and stay on top of your business opportunities. Never lose another lead again.