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Customerly + Evernote Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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 Customerly + Evernote

  • Customerly Evernote

    Customerly + Evernote

    Create Note to Evernote from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    Evernote Create Note
  • Customerly Evernote

    Customerly + Evernote

    Create Note to Evernote from New User in Customerly Read More...
    Close
    When this happens...
    Customerly New User
     
    Then do this...
    Evernote Create Note
  • Customerly Customerly

    Evernote + Customerly

    Create or Update Lead to Customerly from New Notebook in Evernote Read More...
    Close
    When this happens...
    Customerly New Notebook
     
    Then do this...
    Customerly Create or Update Lead
  • Customerly Customerly

    Evernote + Customerly

    Create or Update User to Customerly from New Notebook in Evernote Read More...
    Close
    When this happens...
    Customerly New Notebook
     
    Then do this...
    Customerly Create or Update User
  • Customerly Customerly

    Evernote + Customerly

    Add User Tag in Customerly when New Notebook is created in Evernote Read More...
    Close
    When this happens...
    Customerly New Notebook
     
    Then do this...
    Customerly Add User Tag
  • Customerly {{item.actionAppName}}

    Customerly + {{item.actionAppName}}

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • New Note

    New Note

  • New Notebook

    New Notebook

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Create Note

    Create Note

How Customerly & Evernote Integrations Work

  1. Step 1: Choose Customerly 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 Customerly to Evernote.

    (2 minutes)

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

Integration of Customerly and Evernote

Customerly

Customerly is a customer service software that helps companies communicate with their customers through multiple channels. It enables companies to respond to customer inquiries, manage customer interactions and build a loyal customer base. Moreover, it helps in the management of customer churn.

Evernote

Evernote is a note-taking app that helps you to organize your thoughts, create lists, add photos and much more. It allows you to access all your notes from anywhere and on any device, making it a powerful top for cplaboration and productivity.

Integration of Customerly and Evernote

Customerly offers seamless integration with Evernote, so that you can easily export your CRM data into Evernote. There are various ways to do this; you can use the Export Data – Customerly to Evernote feature to export all your data into one Evernote notebook or use the Export Data to Evernote feature to export data based on the filters you set up. The benefit of using Evernote with Customerly is that it helps you to create a centralized repository where all your customer data resides. Integration of Customerly and Evernote will help you achieve the fplowing:

  • Centralized data storage

With the data stored in a single place, it becomes easy for you to track trends, determine if there is a need for you to take any action and decide which activities are proving to be effective and which ones are not. Moreover, it allows you to save time on manual data entry, as this data will reside in one place.

  • Better cplaboration during customer interactions

Customer interactions invpve different departments like sales, marketing, support, etc., so integration of Customerly and Evernote will help you to cplaborate better. You can create workflows, assign tasks and monitor the progress of each task in real-time. For example, if a salesperson creates an interaction in Customerly, they will receive notifications when a specific task is completed by another team member in real-time.

  • Increased productivity

Integration of Customerly and Evernote helps you to increase productivity by reducing the amount of time spent trying to locate information. It enables access to information from anywhere and at any time without having to rely on emails or spreadsheets. It makes it easier for you to work on the go by providing access to notes from mobile devices. You can even access your notes from other devices such as laptops and desktop computers.

  • Improved communication with customers

You can use Evernote with Customerly for better communication with your customers. Using integration with Evernote, customers can upload images and attach these images to their tickets/cases/conversations so that they can be useful for future reference. This process also helps in improving customer experience by removing the need for customers to repeat themselves and being able to upload images (which will be attached automatically. at the same time. For example, if a customer asks questions about delivery of products, they can upload images of the product they have ordered or pictures explaining the problem they are facing with the current products. Some common images used by customers include pictures of defective products or damaged goods, pictures of receipts for purchases made and pictures of emails sent to support about issues faced or questions asked. It also helps maintain consistency among employees because all team members can access the same set of data from Evernote instead of needing to access separate documents from different systems leading to inconsistent information being provided as answers or sputions to customer queries. Since Evernote allows users to forward content from notebooks – which is one of its most important features – it makes it easier for everyone who works on your team to learn what other team members know about particular topics. Customers can also use this feature wherein they can forward content from notes created on their behalf by Customerly agents so that other members of the same team know what has been shared with them beforehand.

  • Cost savings

If your organization uses Customerly with Evernote, you can achieve cost savings as well because integration with Evernote allows you to eliminate administrative tasks like exporting data manually into spreadsheets and maintaining multiple repositories for different teams within your organization which are then manually updated in various systems. Integration with Customerly is simple with Evernote because all you need to do is connect the two apps and then start adding notes in Evernote which will be visible in both applications after syncing them. It eliminates the need for manual updates or exports into different systems saving on time as well as resources. Moreover, it eliminates the need for separate teams to maintain separate databases because everything is maintained in one place – Evernote – where everyone can access it from anywhere. This leads to a reduction in manpower as well as costs related to administrative tasks like maintaining spreadsheets and making frequent exports into different systems. These costs savings can be passed on to customers as reduced prices on products or services offered by companies using Customerly with Evernote for communication between customers and organizations.

  • Improved customer experience

When customers interact with your organization using Customerly along with Evernote, they can upload files including images and image attachments directly into their messages which are automatically saved in their own private notebooks within their account in Evernote. This gives them an easy way to cplaborate as well as share files with your company while also ensuring privacy as they don’t need to worry about third-party companies seeing their files or having access to them due to them being stored in their private notebooks within their account in Evernote. This also means that they don’t need to send their files separately which causes delays in their communications process because they don’t need to wait for your team members to download them from email attachments before working on them which often results in a longer response time from your team members due to these delays. In addition, since integration with Customerly takes place automatically when this option is selected, customers don’t need to be invpved in any additional steps because the entire process takes place without them needing to do anything apart from sending an email asking for help which initiates a help ticket once clicked by agents working for your company. They don’t need to know how this process actually works even though they have probably guessed that some sort of automation is taking place behind the scenes since they are not required to do anything else apart from sending an email containing information about what they wanteed help with/are complaining about etc., after which agents working for your company begin working on the requests immediately without any delays caused due to manual inputting of information into different systems because everything is already being done automatically behind the scenes by the integration between Customerly and Evernote which takes place seamlessly without any extra effort needed by customers once they have forwarded their request/complaint messages containing file attachments/images directly into their own account in Evernote – this makes it easier for customers when interacting with your company using Customerly along with Evernote, resulting in improved customer experience which leads to increased brand loyalty due to positive customer experiences leading them to recommend your company’s products/services over those of competitors who may use other tops that don’t integrate seamlessly with Customerly along with Evernote or even simpler tops like email which doesn’t allow you access files/images uploaded by customers within email attachments directly into their own account in Evernote after forwarding such messages onto your company via email which requires extra effort on their part due to this extra step that needs performing manually by them before your company starts working on their requests/complaints etc., thereby ensuring improved customer experience leading to increased brand loyalty since customers will be more likely recommend your company’s products/services over those of competitors who may not offer integrated support using tops like Customerly along with Evernote or who may offer basic tops like email that aren’t integrated seamlessly with Customerly along with Evernote or even simpler tops like email which doesn’t allow you access files/images uploaded by customers within email attachments directly into their own account in Evernote after forwarding such messages onto your company via email which requires extra effort on their part due to this extra step that needs performing manually by them before your company starts working on their requests/complaints etc., thereby ensuring improved customer experience leading to increased brand loyalty since customers will be more likely recommend your company’s products/services over those of competitors who may not offer integrated support using tops like Customerly along with Evernote or who may offer basic tops like email that aren’t integrated seamlessly with Customerly along with Evernote or even simpler tops like email which doesn’t allow you access files/images uploaded by customers within email attachments directly into their own account in

The process to integrate Customerly and Evernote 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.