Integrate Evernote with Agile CRM

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

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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.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

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

Explore quick connects

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Connect Evernote + Agile CRM in easier way

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

  • Triggers
  • New Note

    New Note

  • New Notebook

    New Notebook

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • Actions
  • Create Note

    Create Note

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Evernote & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Evernote and Agile CRM


Evernote is an application that allows users to create notes, keep pictures, and have audio recordings. It has an option for users to store files of different types in one place. The program also allows users to search for data and tag items. It has print capabilities and users can share links with other users. Some features of the program include voice notes, full text searching, integration with social media sites, and tagging. It is a cross-platform app that can be used on Windows, Mac OS X, Android, iPhone, iPad, tablets, BlackBerry, webOS, and Windows Mobile.

Agile CRM?

Agile CRM is a marketing software that helps companies to manage customers and prospects. The software offers contact management, sales performance management, marketing automation, sales forecasting, and customer support. It tracks sales performance, marketing initiatives, and customer interactions.

Integration of Evernote and Agile CRM

Integration of Evernote and Agile CRM would allow companies to better manage their contacts. For example, if a company wanted to introduce a new product to the market, their employees could enter information about their clients into Evernote. They could create a document about each client and include information about the clients’ products or services. The employees could then add the documents to their daily tasks so they would know when they needed to contact the clients again. This would allow them to stay organized because they would know who they needed to contact and about what. They could use Agile CRM to track information about their clients such as their contact information, what products or services they currently have from the company, when they last purchased something from the company, and when their contracts are set to expire. Agile CRM would allow employees to easily find information about their clients quickly so they could plan how they would next contact them.

Benefits of Integration of Evernote and Agile CRM

The integration of Evernote and Agile CRM would provide several benefits to businesses. Businesses would be able to better manage their contacts by combining the contact management capabilities of Agile CRM with the note-taking capabilities of Evernote. Employees could take notes about clients into Evernote so they would not forget any details. The employees could then use Agile CRM to keep track of important contact information such as names, email addresses, phone numbers, and addresses. Businesses would also be able to save time by using the two tops. By having all employee notes stored in one location within Evernote, employees would not need to search through notebooks or file cabinets looking for information about a client. They could instead just look at the notes they had put into Evernote about the client when they needed more information. They would also be able to quickly find information about a client because of the tagging feature in Evernote that allows users to categorize and tag different notes in the program. Businesses that use Evernote with Agile CRM would also be able to improve their productivity since they would only need one top to manage their contacts.

The process to integrate Evernote and Agile 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