Integrate Evernote with Freshsales

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

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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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
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Best Evernote and Freshsales Integrations

  • Evernote Integration Freshsales Integration

    Evernote + Freshsales

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

    Evernote + Freshsales

    Update Lead in Freshsales when New Notebook is created in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Notebook
     
    Then do this...
    Freshsales Integration Update Lead
  • Evernote Integration Freshsales Integration

    Evernote + Freshsales

    Create Lead to Freshsales from New Note in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Note
     
    Then do this...
    Freshsales Integration Create Lead
  • Evernote Integration Freshsales Integration

    Evernote + Freshsales

    Update Lead in Freshsales when New Note is created in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Note
     
    Then do this...
    Freshsales Integration Update Lead
  • Evernote Integration Evernote Integration

    Freshsales + Evernote

    Create Note to Evernote from New Deal in Freshsales Read More...
    Close
    When this happens...
    Evernote Integration New Deal
     
    Then do this...
    Evernote Integration Create Note
  • Evernote Integration {{item.actionAppName}} Integration

    Evernote + {{item.actionAppName}}

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

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

    Triggers
  • New Note

    New Note

  • New Notebook

    New Notebook

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

    Actions
  • Create Note

    Create Note

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Evernote & Freshsales 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 Freshsales 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 Freshsales.

    (2 minutes)

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

Integration of Evernote and Freshsales

I will be talking about two tops that tie into each other. Evernote and Freshsales.

Evernote is a note taking app. It is used by business managers, students, office workers and anyone who wants to store their thoughts digitally so they can retrieve them later.

Freshsales is a CRM for sales professionals. It is used by sales teams to manage their leads, contacts, fplow-ups, tasks and much more.

So if you’re using both of these tops. What do you get from integrating them? If you’re not using Evernote or Freshsales. Then this integration isn’t for you. So these are the benefits of integrating the two tops together.

Evernote has a lot of features that make it easy to use. One of those is that it is available on multiple platforms like Windows, Mac, iOS and Android platforms. That makes it easy to access from anywhere. Another feature is the ability to add files and images easily in the notes. So you can attach anything to your notes and search it later. You can also change the format of the notes with just one click. Evernote has a lot of formatting options like lists, tables, images, text boxes and more.

Freshsales has a few features that make it stand out among other CRMs. One of the most important features is the automation of tasks. The reminders function is also very useful as it sends out a reminder email for any task on a recurrent basis until the task is completed. It also helps keep track of all your leads and contacts and lets you know when they have a birthday or when they are closest to getting married or when they are close to a customer service anniversary date. That makes it easier for you to reach out to them at the right time. It also integrates with a lot of different apps like Salesforce, Dropbox, Slack and many more.

The integration of Evernote and Freshsales is a good idea for businesses that need both software tops but don’t want to pay for two separate software subscriptions. It is also a good option for people who use these tops individually but would like to switch over completely to one top. That way they can save money on the cost of the software subscription without losing anything useful from the software they are switching from.

The process to integrate Evernote and Freshsales 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.