?>

Agile CRM + Evernote Business Integrations

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Evernote Business

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Evernote Business

The Evernote for Business app brings your work to life in new ways. Annotate, organize, and share across devices to stay organized and engaged with your team.

Evernote Business Integrations
Evernote Business Alternatives

Looking for the Evernote Business Alternatives? Here is the list of top Evernote Business Alternatives

  • Evernote Evernote
  • OneNote OneNote
  • Zoho Notebook Zoho Notebook

Best ways to Integrate Agile CRM + Evernote Business

  • Agile CRM Evernote Business

    Agile CRM + Evernote Business

    Create Note to Evernote Business from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Evernote Business Create Note
  • Agile CRM Evernote Business

    Agile CRM + Evernote Business

    Create Note to Evernote Business from New Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    Evernote Business Create Note
  • Agile CRM Evernote Business

    Agile CRM + Evernote Business

    Create Note to Evernote Business from New Event in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Event
     
    Then do this...
    Evernote Business Create Note
  • Agile CRM Evernote Business

    Agile CRM + Evernote Business

    Create Note to Evernote Business from New Tag to Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Tag to Contact
     
    Then do this...
    Evernote Business Create Note
  • Agile CRM Evernote Business

    Agile CRM + Evernote Business

    Create Note to Evernote Business from New Task in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Task
     
    Then do this...
    Evernote Business Create Note
  • Agile CRM {{item.actionAppName}}

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Agile CRM + Evernote Business in easier way

It's easy to connect Agile CRM + Evernote Business without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Note

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

  • New Notebook

    New Notebook

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Create Note

    Create Note

How Agile CRM & Evernote Business Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Evernote Business as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Evernote Business.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and Evernote Business

I. Introduction:Agile CRM is an open source software that acts as a customer relationship management system. According to the developer, Agile CRM is designed for small and midsized businesses to track and manage their customer and sales data. Agile CRM is integrated with Evernote Business, which is a business productivity top.Evernote Business is a web-based business productivity top from Evernote. It allows users to organize and store information using an ecosystem of features that includes document creation, note taking, cplaboration with others, and more. Evernote Business also integrates with several other tops for project management and customer relationship management.:The integration of Agile CRM and Evernote Business provides benefits for small and midsized businesses such as:Integration of Agile CRM and Evernote Business

  • Integration with other CRM tops
  • Integrate your customer data to use it in other platforms
  • Salesforce integration
  • More options for data storage
  • Faster and simpler workflow

6. Better overall cplaboration:The integration of Agile CRM and Evernote Business have allowed the two tops to simplify the process of doing business for small and midsized businesses. The features of both are very useful for small and midsized businesses because they help them become more organized and efficient in doing business.

The process to integrate Agile CRM and Evernote Business may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.