Integrate Evernote with Customerly

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

  • No code
  • No Credit Card
  • Lightning Fast Setup

20 Million work hours saved

Award Winning App Integration Platform

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 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.

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

Explore quick connects
Connect Evernote + Customerly in easier way

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

  • Triggers
  • New Note

    New Note

  • New Notebook

    New Notebook

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • Actions
  • Create Note

    Create Note

  • 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.

How Evernote & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

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

Integration of Evernote and Customerly


Evernote is a note-taking-service that allows users to create notes, and store them electronically. These notes can be tagged or organized by date or by a notebook, and they can be easily uploaded to a computer. Some of the features that make Evernote so popular are its ability to sync across devices, its offline capabilities and its ability to take pictures and record audio (Croucher, 2013.


Customerly is an online customer relationship management system that connects business with their customers. It allows companies to track their customers and learn about their preferences and buying habits. These tops can help businesses create more effective marketing strategies and better target their customers (Croucher, 2013.

Integration of Evernote and Customerly

These two (2. technpogies can be integrated in many ways. For example, these technpogies can be used together to make it easier for customers to share feedback with a company. It can also be used to keep track of customer information in one location. As well, it can be used to ensure that improvements are made based on this feedback. It can also be used to provide rewards or incentives to customers who give positive feedback (Croucher, 2013.

Benefits of Integration of Evernote and Customerly

Some of the benefits of integrating Evernote and Customerly include:

  • The company gets to know its customers better and can tailor its promotions to meet their needs;
  • The company gets direct feedback from their customers;
  • The company saves time and money, since it does not need to keep track of customer information on paper;
  • The company can provide better customer service;
  • The company can offer incentives or rewards to those who give positive feedback;
  • The company can improve the quality of its products by using this feedback (Croucher, 2013.

Integrating Evernote and Customerly can improve how business does business and how customers interact with your business. This integration will allow you to save time, effort and money by not having to maintain two different systems. Integrating these technpogies will also allow customers to give you direct feedback which will enable you to improve your products or services and rates of return while giving you an edge over your competitors.

The process to integrate Evernote and Customerly 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