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Copper CRM + Evernote Integrations

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

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

Automate your Business Sales Process for the best result. Connect your Lead Sources easily. Send automated welcome email or sms to lead and notify your team members.

About Evernote

Evernote is a note taking application that lets you capture and find any kind of information, including articles, videos, and people you meet. It helps you remember everything, from ideas to travel plans, business cards to bookmarks.

Evernote Integrations
Evernote Alternatives

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

  • Evernote Business Evernote Business
  • OneNote OneNote
  • Zoho Notebook Zoho Notebook

Best ways to Integrate Copper CRM + Evernote

  • Copper CRM Evernote

    Copper CRM + Evernote

    Create Note to Evernote from New Company in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM New Company
     
    Then do this...
    Evernote Create Note
  • Copper CRM Evernote

    Copper CRM + Evernote

    Create Note from Evernote from Updated Company to Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Updated Company
     
    Then do this...
    Evernote Create Note
  • Copper CRM Evernote

    Copper CRM + Evernote

    Create Note to Evernote from New Opportunity in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM New Opportunity
     
    Then do this...
    Evernote Create Note
  • Copper CRM Evernote

    Copper CRM + Evernote

    Create Note from Evernote from Updated Opportunity to Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Updated Opportunity
     
    Then do this...
    Evernote Create Note
  • Copper CRM Evernote

    Copper CRM + Evernote

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

    Copper CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Person

    Triggers when a new person is created.

  • New Project

    Triggers when a new project is created.

  • New Task

    Triggers when a new task is created.

  • Updated Company

    Triggers when a existing company is updated.

  • Updated Opportunity

    Triggers when a existing opportunity is updated.

  • Updated Person

    Triggers when a existing person is updated.

  • Updated Project

    Triggers when a existing project is updated.

  • Updated Task

    Triggers when an existing task is updated.

  • New Note

    New Note

  • New Notebook

    New Notebook

    Actions
  • Associate to Project

    Relate an existing project to a Copper CRM object.

  • Create Activity

    Logs a new Activity on a Person, Company, Opportunity, or Lead.

  • Create Company

    Creates a new company.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Person

    Creates a Person

  • Create Project

    Creates a new project.

  • Create Task

    Creates a task.

  • Create Update Company

    Creates or Updates a company based on matching criteria.

  • Create Update Opportunity

    Creates or updates an opportunity depending on matching criteria.

  • Create Update Person

    Creates or Updates person depending on match criteria.

  • Create Update Project

    Creates or Updates Project depending on match criteria.

  • Update Company

    Updates a company depending on the matching criteria.

  • Update Opportunity

    Updates an opportunity depending on the match criteria.

  • Update Person

    Updates a person depending on the match criteria.

  • Update Project

    Updates a project depending on the match criteria.

  • Create Note

    Create Note

How Copper CRM & Evernote Integrations Work

  1. Step 1: Choose Copper 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 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 Copper CRM to Evernote.

    (2 minutes)

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