Integrate Evernote with Freshworks CRM

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

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations

Best Evernote and Freshworks CRM Integrations

  • Evernote Integration Freshworks CRM Integration

    Evernote + Freshworks CRM

    Create Contact to Freshworks CRM from New Notebook in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Notebook
     
    Then do this...
    Freshworks CRM Integration Create Contact
  • Evernote Integration Freshworks CRM Integration

    Evernote + Freshworks CRM

    Create Note to Freshworks CRM from New Notebook in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Notebook
     
    Then do this...
    Freshworks CRM Integration Create Note
  • Evernote Integration Freshworks CRM Integration

    Evernote + Freshworks CRM

    Create Account to Freshworks CRM from New Notebook in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Notebook
     
    Then do this...
    Freshworks CRM Integration Create Account
  • Evernote Integration Freshworks CRM Integration

    Evernote + Freshworks CRM

    Add Appointment in Freshworks CRM when New Notebook is created in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Notebook
     
    Then do this...
    Freshworks CRM Integration Add Appointment
  • Evernote Integration Freshworks CRM Integration

    Evernote + Freshworks CRM

    Create Task to Freshworks CRM from New Notebook in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Notebook
     
    Then do this...
    Freshworks CRM Integration Create Task
  • 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 + Freshworks CRM in easier way

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

    Triggers
  • New Note

    New Note

  • New Notebook

    New Notebook

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    Actions
  • Create Note

    Create Note

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

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

How Evernote & Freshworks 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 Freshworks 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 Freshworks CRM.

    (2 minutes)

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

Integration of Evernote and Freshworks CRM

Evernote

Evernote is an easy-to-use note taking application, which allows the user to store notes in a simple, yet powerful interface. The application can help you remember all your ideas, thoughts and things you want to read later. You can save articles, or entire webpages and everything will be easily accessible from anywhere you are. Evernote is available for all major platforms and is free to use.

Freshworks CRM

Freshworks is a SaaS company that provides sales and marketing automation software. It has many different products covering most of the areas needed by a startup. For example, Freshsales is a customer relationship management (CRM. top designed for sales teams to manage leads, fplow up and create quotes for customers. Freshdesk is an online customer support software for small and medium businesses. Freshcaller is a powerful call tracking software that tracks every phone call made by your business. You can even track your social behavior with Freshweb, Freshchat and Freshmail.

Integration of Evernote and Freshworks CRM

The integration between Evernote and Freshworks CRM makes it easier to take notes on calls. It automatically creates a note in Evernote whenever a call is received or placed on Freshworks CRM. This feature helps salespeople to take notes on calls without additional effort. They can just click a button and everything they have discussed over the phone will be sent to their Evernote account. They can use this information for later reference. Since the two software work together, your team does not need to switch between different programs when talking to customers or making an important decision.

The integration also makes it easier to add new leads from Freshdesk’s lead management functionality into Evernote. This functionality allows you to quickly add leads from Freshdesk into Evernote, so you do not need to copy and paste data into it. Furthermore, you can connect your personal Evernote account with your company’s Evernote account. This way your team members can access all their personal notes at any time while working on their computer. Then they can access their customer notes while using Freshdesk’s CRM software on their mobile devices. Thus, they can always have up-to-date notes on every customer without any additional effort.

Benefits of Integration of Evernote and Freshworks CRM

Integration of these two software saves time and increases productivity of your team. Your team members do not have to switch between different applications during work hours. They can access all their notes synced between their personal account and the company account. Thus, they can always have up-to-date customer notes while working on the go! Overall, both software packages offer great benefits for a small business and help them get ahead of the competition!

The process to integrate Evernote and Freshworks 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.