Integrate Evernote with Odoo 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 Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

Odoo CRM Integrations
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Best Evernote and Odoo CRM Integrations

  • Evernote Integration Odoo CRM Integration

    Evernote + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Notebook in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Notebook
     
    Then do this...
    Odoo CRM Integration Create Lead/Opportunity
  • Evernote Integration Odoo CRM Integration

    Evernote + Odoo CRM

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

    Evernote + Odoo CRM

    Update Customer in Odoo CRM when New Notebook is created in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Notebook
     
    Then do this...
    Odoo CRM Integration Update Customer
  • Evernote Integration Odoo CRM Integration

    Evernote + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Note in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Note
     
    Then do this...
    Odoo CRM Integration Create Lead/Opportunity
  • Evernote Integration Odoo CRM Integration

    Evernote + Odoo CRM

    Create Customer to Odoo CRM from New Note in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Note
     
    Then do this...
    Odoo CRM Integration Create Customer
  • 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 + Odoo CRM in easier way

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

    Triggers
  • New Note

    New Note

  • New Notebook

    New Notebook

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Create Note

    Create Note

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

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

How Evernote & Odoo 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 Odoo 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 Odoo CRM.

    (2 minutes)

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

Integration of Evernote and Odoo CRM

Evernote?

Evernote is a cloud-based cross-platform note taking app or web application that allows users to create notes, maintain checklists and generally organize their information. It is also possible to email documents to the service. The software is available on all major operating systems and possibly in languages other than English. Evernote has gained popularity by providing an easy interface for organizing information, as well as providing a large number of features. Users can take photos with their mobile devices and upload them directly to Evernote. They can also record audio notes using the mobile app. Notes can be tagged and arranged into notebooks. Features include optical character recognition, which allows handwritten text to be converted into electronic text, as well as support for geotagging. Evernote is used for note taking, list making, and archiving personal data. It is possible to share notebooks with other people and to synchronize the data between multiple devices. In addition to the mobile app, the company offers separate apps for Windows, Mac and the Web. Users can access their account through a variety of platforms including Android, iPhone and iPad.

http://en.wikipedia.org/wiki/Evernote

Odoo CRM?

CRM (Customer Relationship Management. software helps companies manage their customers and their interactions with them. Odoo CRM, formerly known as OpenERP, is an open source CRM spution that provides integrated sales force automation for small to medium-sized businesses. Odoo CRM comes in two versions. Community and Enterprise. Community is free, while Enterprise adds additional features for larger organizations. Odoo CRM’s features include sales force automation, marketing automation, project management tops and customer service features such as knowledge base and ticketing system. Odoo CRM has been compared favorably to Salesforce.com in terms of ease of use and cost. Community version is available in over 30 languages, including Spanish, Chinese, Arabic and Russian. Odoo CRM’s reporting functions are highly customizable; users can create their own reports from scratch or modify existing templates. To improve usability, Odoo CRM is compatible with Outlook and can import contact information from Gmail.

http://en.wikipedia.org/wiki/Odoo_CRM

Integration of Evernote and Odoo CRM

The integration of two applications Evernote and Odoo CRM will be very helpful to users of these applications. This integration will help users in fplowing ways:

  • Syncronization. By integration of two applications it will be easy for users to syncronize data from one application to another. For example user of Evernote can syncronize his notes with data stored in Odoo CRM or vice versa they can syncronize data between Odoo CRM and Evernote.
  • Data import. With integration of two applications users will be able to easily import data from one application to another. For example user of Odoo CRM can easily import his data to Evernote or vice versa user of Evernote can easily import his data to Odoo CRM.
  • Data export. With integration of two applications users will be able to easily export their data from one application to another. For example user of Odoo CRM will be able to easily export his data from Odoo CRM to Evernote or vice versa user of Evernote will be able to easily export his data from Evernote to Odoo CRM.
  • Workflow. By integration of two applications user will be able to easily implement workflow between these two applications which will help users in better cplaboration between these two applications. For example if a task in implemented in one application then automatically same task should appear in another application based on some condition so that users can see what’s going on in both these applications without any manual intervention.

Benefits of Integration of Evernote and Odoo CRM

Integration of two applications Evernote and Odoo CRM can also help us in fplowing ways:

The process to integrate Evernote and Odoo 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.