Integrate Evernote with Salesforce

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man 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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
Salesforce Alternatives

Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives

  • Zoho CRM Integration Zoho CRM
  • Pipedrive Integration Pipedrive
  • HubSpot CRM Integration HubSpot CRM
  • Zendesk Integration Zendesk
  • Capsule CRM Integration Capsule CRM
  • Alore CRM Integration Alore CRM
  • amo CRM Integration amo CRM
  • Dubsado Integration Dubsado
  • Flexie CRM Integration Flexie CRM
  • OnePageCRM Integration OnePageCRM
  • Teamgate Integration Teamgate
  • ClickUp Integration ClickUp
  • Keap Integration Keap

Best Evernote and Salesforce Integrations

  • Evernote Integration Salesforce Integration

    Evernote + Salesforce

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

    Evernote + Salesforce

    Create Custom Object to Salesforce from New Notebook in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Notebook
     
    Then do this...
    Salesforce Integration Create Custom Object
  • Evernote Integration Salesforce Integration

    Evernote + Salesforce

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

    Evernote + Salesforce

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

    Evernote + Salesforce

    Update Custom Object in Salesforce when New Notebook is created in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Notebook
     
    Then do this...
    Salesforce Integration Update Custom Object
  • 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 + Salesforce in easier way

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

    Triggers
  • New Note

    New Note

  • New Notebook

    New Notebook

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create Note

    Create Note

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

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

How Evernote & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of Evernote and Salesforce

  • Evernote is a cross-platform, freemium application that supports working with notes in a variety of formats including text, images, PDFs, and web clippings. The software can be accessed across platforms, including Windows and macOS computers, iOS and Android phones, and the web.
  • Salesforce is a cloud computing company that provides software for sales, service, marketing, and commerce needs. It also provides business intelligence tops. The company has offices in San Francisco, New York City, Atlanta, London, Paris, Sydney and Tokyo.

    Integration of Evernote and Salesforce

    Benefits of Integration of Evernote and Salesforce

Evernote is a productivity app that allows users to take notes, record audio and create tasks all from one place. Evernote also improves productivity by allowing users to access their notes on a variety of devices such as notebooks, desktops, smartphones and tablets. Evernote can be integrated with Salesforce; therefore, it allows users to access their Evernote accounts on their Salesforce account in order to be more productive at work.

Evernote is a cross-platform, freemium application that supports working with notes in a variety of formats including text, images, PDFs, and web clippings. The software can be accessed across platforms, including Windows and macOS computers, iOS and Android phones, and the web. The app features an email client that automates formatting and tagging, allowing users to add notes to emails using Evernote's proprietary markup language called "Evernote Markup Language". The app can also send meeting notifications to remind the user when scheduled meetings are about to start or have started. The Evernote app introduces itself as a notebook stack containing a number of individual notebooks. Each notebook consists of sections which each consist of individual notes. Users may create new notebooks or add content to existing ones by tapping the "+" button on the home screen.

Salesforce is a cloud computing company that provides software for sales, service, marketing, and commerce needs. It also provides business intelligence tops. The company has offices in San Francisco, New York City, Atlanta, London, Paris, Sydney and Tokyo. Salesforce was established on March 21, 1999 by former Oracle Corporation employees Parker Harris, Dave Moellenhoff and Frank Dominguez. Headquartered in San Francisco’s South of Market district (SOMA), Salesforce leased office space on Market Street under the name "Sales Force". In June 2013 Salesforce acquired Demandware for $2.8 billion. On July 13, 2014 it was announced that Salesforce had agreed to acquire ExactTarget for $2.5 billion in cash. On December 8, 2014 the company acquired Radian6 for $326 million in cash. On October 22, 2015 it was announced that Salesforce would acquire Krux Digital for $700 million (£460m. On February 22016 it was announced that Salesforce would acquire Invpver for an undisclosed amount. On April 122016 it was announced that Salesforce will acquire Quip for $750 million USD ($663m. On January 92017 it was announced that Salesforce will acquire MuleSoft for $6.5 billion USD ($127 per share.

The process to integrate Evernote and Salesforce 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.