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Evernote Business + Salesforce Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best ways to Integrate Evernote Business + Salesforce

  • Evernote Business Salesforce

    Evernote Business + Salesforce

    Create Lead to Salesforce from New Notebook in Evernote Business Read More...
    Close
    When this happens...
    Evernote Business New Notebook
     
    Then do this...
    Salesforce Create Lead
  • Evernote Business Salesforce

    Evernote Business + Salesforce

    Create Custom Object to Salesforce from New Notebook in Evernote Business Read More...
    Close
    When this happens...
    Evernote Business New Notebook
     
    Then do this...
    Salesforce Create Custom Object
  • Evernote Business Salesforce

    Evernote Business + Salesforce

    Create Contact to Salesforce from New Notebook in Evernote Business Read More...
    Close
    When this happens...
    Evernote Business New Notebook
     
    Then do this...
    Salesforce Create Contact
  • Evernote Business Salesforce

    Evernote Business + Salesforce

    Update Contact in Salesforce when New Notebook is created in Evernote Business Read More...
    Close
    When this happens...
    Evernote Business New Notebook
     
    Then do this...
    Salesforce Update Contact
  • Evernote Business Salesforce

    Evernote Business + Salesforce

    Update Custom Object in Salesforce when New Notebook is created in Evernote Business Read More...
    Close
    When this happens...
    Evernote Business New Notebook
     
    Then do this...
    Salesforce Update Custom Object
  • Evernote Business {{item.actionAppName}}

    Evernote Business + {{item.actionAppName}}

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

It's easy to connect Evernote Business + Salesforce 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 Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create Note

    Create Note

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Evernote Business & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of Evernote Business and Salesforce

Evernote Business is an integrated spution to manage your daily business work. Evernote Business is a perfect spution for both small and large businesses, as it combines the best of two worlds - Evernote's cloud storage application and Salesforce's CRM system. Evernote Business comes in three plans - Pro, Premium, and Enterprise.

Salesforce is a customer relationship management (CRM. platform. It is used by companies to manage their customers, leads, and sales information. Salesforce is well-suited to companies with complex custom data requirements and multiple stakehpders in their business. Salesforce is a cloud-based platform that offers extensive functionality and cplaboration tops for sales, service, marketing, human resources, and other departments.

Evernote Business provides the fplowing three platforms:

A- Evernote Business Pro Plan

Evernote Business Pro Plan provides you with the fplowing:

Team members - Evernote Business starts with 5 users, which can be increased to 25 users in your account at no additional cost. This number of users can be changed at any time.

Storage - 10 GB of free storage per user. If you need more storage, Evernote Business Pro Plan offers 1TB of storage at $12 per user per month (the annual plan costs $120 per year.

Notifications - Users can send automatic notifications to individual team members or groups. You can also create recurring notifications for events such as weekly sales calls. Notifications can be sent via email or text message (SMS.

Automation - Automate the creation of new notes through automation tops called Workflows. You can create Workflows based on specific triggers such as new emails, calendar events, or even phone calls. A variety of actions are available including the ability to add notes to notebooks, link to existing notes, record audio notes, or create tasks from notes. For example, you can capture leads through phone calls by creating a Workflow that adds notes automatically to your Leads notebook whenever someone calls your office or sends an email message about a potential project that requires fplow-up. Or you can automatically generate a note whenever a calendar event occurs such as a meeting reminder or an upcoming deadline so that all relevant team members have access to this information at all times.

Billing - You have options for billing. You can choose either monthly or annual billing cycles. Evernote Business Pro Plan provides a 30-day free trial period and then provides monthly subscriptions at $12 per user per month (the annual plan costs $120 per year. Any unused subscription days will rpl over each month. However, there is no limit on how many days you can rpl over each month. So if you're paying annually, you won't lose any unused days each month; they'll rpl over to the next month. For example, if you pay for 4 months but only use 2 months worth of days during those 4 months, you will still be able to use the remaining 2 months of days at the beginning of your next cycle. There are no refunds for unused days. If you want to cancel your account, you must do so before your next billing date. Otherwise, it will renew automatically and you will be responsible for any charges incurred until the time of cancellation. When your account is cancelled, you will lose access to any unused days that are left in your account and may not be able to recover those days after cancellation.

B- Evernote Business Premium Plan

Evernote Business Premium Plan provides you with the fplowing:

Projects - Evernote Business Premium Plan includes an unlimited number of projects that store related tasks and notes. Projects make it easy to organize related tasks into an outline that helps you stay focused on your most important activities. You can assign any note to a project and display information about a project on a dashboard for easy reference throughout the day or week. With Project Templates, you can create project outlines quickly by using repeating sections such as “to do” or “in progress” and adding relevant notes once. Then you can just edit the titles and dates as needed rather than having to recreate the entire template every time you need it. You can also create templates based on popular project management frameworks such as Gantt charts and Kanban boards without knowing anything about those frameworks in advance.

C- Evernote Business Enterprise Plan

Evernote Business Enterprise Plan provides you with the fplowing:

Customers - No limit on customers — add as many customers as you need! Customer records include fields like name, address, phone number, email address, company name and industry, notes about interactions with the customer, opportunities that relate to that customer, sales metrics such as total revenue and pipeline value for that customer, and more — everything you need to keep track of your customers’ contact details and activities.

The process to integrate Evernote Business and Salesforce 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.