Integrate Evernote Business with Zoho CRM

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

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

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

Explore quick connects

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Connect Evernote Business + Zoho CRM in easier way

It's easy to connect Evernote Business + Zoho 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 Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • Actions
  • Create Note

    Create Note

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Evernote Business & Zoho 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 Zoho 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 Zoho CRM.

    (2 minutes)

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

Integration of Evernote Business and Zoho CRM

The convergence of Evernote Business and Zoho CRM is helping the professionals in the business world to avoid wasting time on creating and updating their notes, documents, files and spreadsheets. They are using this feature to organize their business tasks and activities, as well as allowing them to keep track of their sales leads, contacts, and customers.

Evernote Business is efficient in managing a variety of data types, which include tasks, notes, documents, and spreadsheets. It allows users to synchronize with Google Drive, Dropbox and Box. It also provides a web clipper for saving web pages from browsers. The Evernote Business app is available for Windows, Mac, and mobile devices (Android, iPhone and iPad. Users can choose to use the Evernote Web Clipper extension or web clipper bookmarklet when they are browsing the web. This feature allows users to capture webpages into Evernote quickly.

Evernote Business has more than 50 applications that integrate with Evernote Business. Some of these applications include Salesforce, Google Analytics, Box, JIRA, Podio, GitHub, and Highrise.

Zoho CRM is a customer relationship management application that provides a platform for business owners and managers to effectively manage their sales leads, contacts and customers. Zoho CRM also allows users to create opportunities from emails and from within the system itself.

Sales opportunities in Zoho CRM can be created from emails or from other sources such as LinkedIn. The sales opportunities created from email can be automatically synced with or Outlook. All sales opportunities can be tracked and monitored through the dashboard. There are no limitations on the number of contacts that you can create. You can create contacts from different sources such as Gmail, Outlook, Twitter, Facebook etc.

Integration of Evernote Business and Zoho CRM helps professionals in the business industry to manage their business tasks and activities in a better way. Due to this integration, they will not have to waste their time by creating notes, documents, files and spreadsheets separately. It also helps them in keeping track of their business leads, contacts, and customers.

The process to integrate Evernote Business and Zoho 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