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Evernote
Evernote
1. Choose trigger event
HubSpot
HubSpot
2. Choose action
1. Select the event
Setup
Test
Evernote
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 "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Evernote and HubSpot, automating your workflow.
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.
Halt my task if contact is already a member of the list
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Company
Creates a Company in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Associations
Creates associations between objects.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Halt task if any associations error occurred
Engagement Type
Required
Assigned To
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Social Media Channel
Required
Message Content
Required
When
Save as draft
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Note
Name
Required
Company
Contact
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete CRM Object
Deletes a CRM object from HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Line_item
Creates a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Contact Email Address
Required
Event ID
Required
Contact Value
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
List Name
Required
Contact
Required
Halt my task if contact wasn't a member of the list
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Ticket
Creates a Ticket in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Contact
Update a Contact in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Line_item
Update a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Product
Update a Product in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Folder
Required
Filename
Required
Access level
Required
File
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Associations
Find associations between objects.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Object Type
Required
Pipeline Id
Required
Stage Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Type of Custom Object
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Evernote and HubSpot with AI agents and code
Beyond Zap workflows. Call Evernote and HubSpot actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Evernote and HubSpot actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Tag Note
Update Contact Subscription Preferences
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Evernote and HubSpot
Track HubSpot lead details in Evernote
When a new contact is added in HubSpot, Zapier automatically creates a note in Evernote with all relevant details. This ensures that important lead information is easily accessible and centralizes documentation for better decision-making.
When a new note is created in Evernote, Zapier converts it into a ticket in HubSpot. This automation ensures customer support teams can track and resolve issues without manually transferring information, improving response times and accuracy.
Create tasks in HubSpot for new Evernote reminders
Every time you add a new reminder in Evernote, Zapier creates a corresponding task in HubSpot. This workflow ensures all tasks are synced across platforms, helping project managers maintain oversight and prioritize effectively.
Level up your Evernote to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Evernote + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Evernote and HubSpot
How can I connect Evernote with HubSpot using our platform?
To connect Evernote with HubSpot through our integration platform, you'll need to create a zap. This involves selecting Evernote as the trigger app and choosing an event such as 'New Note' or 'Updated Note'. Next, select HubSpot as the action app and choose what action you want to perform, like 'Create Contact' or 'Add Note'. Once you've set up the trigger and action, authorize both apps to work with our platform and test the zap to ensure connections are established correctly.
What triggers can I use from Evernote when integrating with HubSpot?
In our integration setup, you can use various triggers from Evernote such as 'New Note', 'Updated Note', or 'New Tag Added to Note'. These triggers will activate workflows that sync information into HubSpot based on the actions you define.
What actions can be executed in HubSpot using Evernote data?
With our platform's integration, data from Evernote can trigger actions in HubSpot like 'Create Contact', 'Add Deal', or 'Update Company'. You can automate these processes by linking them to specific events in Evernote.
Are there any limitations on the types of notes that can trigger events in HubSpot?
Yes, currently certain complex note formats may not be supported for triggering events in HubSpot. The safest bet is to stick with standard text notes or simple attachments for reliable processing through our integration system.
How do I manage authentication for both apps during setup?
During the setup process within our platform, you'll be prompted to authenticate both your Evernote and HubSpot accounts. This is initiated within the zap editor where secure oAuth authentication ensures both applications are connected safely without storing sensitive credentials directly.
Can I filter which notes in Evernote will trigger actions in HubSpot?
Yes, we allow filtering of notes by specific criteria before they trigger an action in HubSpot. For instance, you could set filters based on note tags or notebooks, allowing only certain categorized content to drive automation in your CRM workflow.
How are updates handled if a note changes after it has triggered an action?
If an Evernote note is updated after already triggering an action within HubSpot through our system, you need to set up a separate zap for the ‘Updated Note’ event. This ensures any changes made post-initial action continue syncing correctly according to defined workflows.
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.
