Integrate Apptivo with Evernote Business

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

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About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

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.

Want to explore Apptivo + Evernote Business quick connects for faster integration? Here’s our list of the best Apptivo + Evernote Business quick connects.

Explore quick connects

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Connect Apptivo + Evernote Business in easier way

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

  • Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • New Note

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

  • New Notebook

    New Notebook

  • Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Note

    Create Note

How Apptivo & Evernote Business Integrations Work

  1. Step 1: Choose Apptivo 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 Apptivo to Evernote Business.

    (2 minutes)

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

Integration of Apptivo and Evernote Business

Apptivo?

Apptivo is the world’s number one CRM for small businesses. It offers an easy to use CRM along with fantastic features like email marketing, appointment scheduling, customer relationship management, inventory management, lead generation, service calls, time tracking, expense management and many more. It has a very beautiful interface with great customer support. The app is available for both Android and iOS. It can be used either in a Single User or Multi User mode. A customer can create multiple user accounts in their organization and they will have access to all the features of the Apptivo CRM.

Evernote Business?

Evernote Business is a business productivity top that is used by millions of people worldwide. It helps you organize your notes efficiently in a single place. You can recall your pd memories but at the same time you will always have it organized. It is a cross-platform application which can be used on almost all devices. It is not just limited to just the mobile phones but it can be used on computers as well. If you are using Evernote Business then you can integrate your Evernote account with Apptivo. This will help your employees to easily send and receive emails from their Apptivo account along with creating and sending documents and notes from Evernote to Apptivo and vice versa.

Integration of Apptivo and Evernote Business

This integration will allow your employees to access both the applications from the same platform. Your employees will be able to create and send documents from their Evernote account to Apptivo as well as vice versa. Apart from this, your employees will also be able to create appointments and send it as a reminder to their customers directly from Apptivo. All your emails will be automatically saved in your Apptivo account and it will be easier for your employees to find important emails later on. They can also create and send emails right from their Apptivo account without having to switch between different apps like Gmail and Outlook.

Benefits of Integration of Apptivo and Evernote Business

Your sales team can now send personalised emails to your customers directly from your Apptivo account. They do not need to go through any trouble of creating an email template and sending it to themselves first before sending it to their clients after editing it. They can directly send the email from their Apptivo account to their clients. Your employees can book appointments for their clients right from within Apptivo by simply clicking on the appointment icon on the calendar view in Apptivo. This helps them avoid the trouble of having to search for a calendar app to book appointments for their clients.

In short, integrating Apptivo with Evernote Business will help you increase your efficiency as well as communication with your clients as well as your employees as the two apps are connected via a single platform. With this integration, you will be able to save a lot of time as you do not have to switch between multiple apps while working on a project or task.

The process to integrate Apptivo 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm