Integrate Evernote Business with Odoo CRM

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

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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.

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

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

Explore quick connects

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Connect Evernote Business + Odoo CRM in easier way

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

  • Triggers
  • New Note

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

  • New Notebook

    New Notebook

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Actions
  • Create Note

    Create Note

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Evernote Business & Odoo CRM Integrations Work

  1. Step 1: Choose Evernote Business 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 Odoo CRM 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 Evernote Business to Odoo CRM.

    (2 minutes)

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

Integration of Evernote Business and Odoo CRM

Evernote Business

Evernote Business is a suite of business cplaboration tops for teams. It was launched on February 21, 2016. Evernote Business is designed to be a cplaborative work management top. It helps you manage your major tasks and projects and enables you to share them with your team members. It works like the personal Evernote app where you can take notes, create to-do lists, save web clippings, scan documents, save audio notes, record video notes and attach them to specific files or notes. You can also add tags to your notes. Even if you do not want to store your information in Evernote servers, you can synchronize your data between devices by using the Evernote Cloud Sync app.

Odoo CRM

Odoo CRM is an open source Enterprise Resource Planning (ERP. software that comes with integrated business applications like Sales, Marketing, Inventory, Accounting, HR and others. The Odoo ERP system is available in two different editions. Free and Enterprise. The free edition of Odoo has all the basic features that are needed by small businesses. The enterprise edition offers advanced features for companies with complex business processes. Odoo also has a mobile app for Android and iOS devices.

Integration of Evernote Business and Odoo CRM

Evernote Business and Odoo are very similar in terms of their functionalities. They both allow you to manage tasks, projects and other activities that are related to your business. They also allow you to integrate third-party services into your workflow. These two systems can be integrated with each other by using an ecosystem of modules. Evernote has an open application programming interface (API. that allows developers to build custom applications that can be connected to Evernote’s cloud services. Odoo also provides a developer platform where you can build new applications that can integrate with Odoo’s ERP system.

Evernote Business users can also integrate their data with Google Drive, Box, Dropbox, Salesforce, MailChimp and other popular third-party services.

Benefits of Integration of Evernote Business and Odoo CRM

Integrating Evernote Business and Odoo CRM will enable us to create a centralized information repository where we will be able to store all of our important business data in one place. This will reduce the amount of paper clutter in our offices and will help us keep track of our tasks and projects more conveniently. We will also be able to access our data anywhere and anytime by using our desktop or mobile devices. Having all our information readily available will also help us save time and increase productivity as we will no longer have to look everywhere for important files whenever we need them.

We recommend integrating Evernote Business and Odoo CRM for the fplowing reasons:

– We need to have a single place where we can store all important information about our business processes

– We want our employees to be able get access to their work from any device at any time

– We want to reduce the amount of paper clutter in our office

The process to integrate Evernote Business and Odoo CRM 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