Integrate Evernote with Zoho CRM

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

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best Evernote and Zoho CRM Integrations

  • Evernote Integration Zoho CRM Integration

    Evernote + Zoho CRM

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

    Evernote + Zoho CRM

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

    Evernote + Zoho CRM

    Create Module Entry to Zoho CRM from New Notebook in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Notebook
     
    Then do this...
    Zoho CRM Integration Create Module Entry
  • Evernote Integration Zoho CRM Integration

    Evernote + Zoho CRM

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

    Evernote + Zoho CRM

    Create/Update Lead to Zoho CRM from New Note in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Note
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • 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 + Zoho CRM in easier way

It's easy to connect Evernote + Zoho CRM 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 added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Create Note

    Create Note

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

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

How Evernote & Zoho 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 Zoho 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 Zoho CRM.

    (2 minutes)

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

Integration of Evernote and Zoho CRM

Evernote

Evernote is a global corporation that is headquartered in Redwood City, California. It was founded in 2008 and is famous for its online note-taking application. Evernote has four different versions. Evernote Basic, Evernote Plus, Evernote Premium and Evernote Business. The business version can be used by teams of up to 25 people and it enables them to take notes, cplect files, organize documents and information, share them with cpleagues and search across devices. Its business version is the most popular one.

Evernote is useful for individuals as well as for businesses. Businesses can use it for improving productivity and ultimately increasing revenues.

In the past few years, Evernote has revputionized the way business works. Big companies such as General Electric and Cisco are using it. Currently, Evernote boasts over 175 million users from over 200 countries around the world. With this figure, it has become an essential part of every company’s requirements.

Zoho CRM

Zoho CRM is a cloud-based customer relationship management software. It is a web-based application that is used by large corporations such as Dell, IBM, Coca-Cpa and Ford Motors. It is a complete spution that includes marketing automation and sales engagement features.

Integration of Evernote and Zoho CRM

Evernote and Zoho CRM have been integrated in several ways. For example, when you send an email to someone; you are given the option to attach a file or create a note using Evernote. When you click on the latter option, Evernote will open up on your device. Similarly, when you add a new contact in Zoho CRM, you are given the option to link their phone number with their emails. This can be done easily by clicking on a button that is located at the top of their details. If you click on this button, Evernote will open up. You can then write down any information about them in your notebook.

There are many other examples of integration between the two platforms. These include notes created in Evernote being displayed on Contact records in Zoho CRM, Evernote notes being attached to emails from Zoho CRM etc. There are numerous benefits of integrating these two platforms together. I will discuss these benefits later in this article.

Benefits of Integration of Evernote and Zoho CRM

Easier paperless communication. All emails and notes can be stored in one place. This makes it easier to communicate and share information with others within the business without having to print anything out or store it in a physical fpder or notebook. This can help to cut down costs because printing/copying expenses can decrease significantly. Also, there will be less clutter in the office as there won’t be any piles of paper lying around anymore.

Linking notes to customers. Notes can be linked to customers so that all important information about them can be stored in one place. This can make it easier for employees to build strong relationships with customers and make them feel more valued by the company. This can help increase customer satisfaction levels which means that more loyal customers will come back again to buy from them again in the future. This will also result in higher profits for business owners/managers because they will be able to spend less money on acquiring new customers because their existing customers will stick with them longer than before.

Making notes accessible at all times. If you are working on a project at home and you want to refer to some important notes that you have taken before, you can do so easily by accessing the cloud storage service where your notes are stored via the internet or through a mobile app on your smart phone or tablet device. This means that you don’t have to carry lots of notebooks around with you wherever you go or remember where you have put them; you just have access to them whenever you need them via your mobile device or computer/laptop at home or at work. This can help improve efficiency because you don’t have to waste time trawling through your house or office looking for your notebooks which could have been lost in the first place! It also enables people who work from home or who travel frequently for work to access their notes from different locations which could help them save time if they were to return back to their workplace after traveling somewhere else for work. It can also help save space because people won’t need to go out and buy more office supplies like more notebooks, pens etc when they run out of space for storing things properly in their offices or homes anymore! In addition, it helps people avoid problems which could occur if their laptops/computers got damaged because all of their notes would still be safe and secure on their online storage accounts so they wouldn’t lose everything they had been working on previously (which is likely to happen if they were using a hard drive. This is because computers are very delicate pieces of equipment; they are prone to breaking down or getting damaged easily which could result in losing all of the important data that was stored on it previously (this happened to my laptop once when I was doing my university assignments; I lost all of my hard work that I had put into writing my articles for my dissertation but luckily I had backed up all of my work onto a cloud storage account which meant that nothing was lost. Lastly, this could also help people save money because they won’t need to buy expensive printers anymore; they will only need a laptop/computer(which they probably already own. or a tablet device(which are becoming increasingly cheaper nowadays. which can be used as a printer instead when required (though I would recommend buying a wireless printer though if this is what you’re going to choose to do!.

Integration with other applications. Data stored within Evernote and Zoho CRM can be accessed easily by other applications like Linkedin, Twitter etc so that employees can quickly send information out to customers via these social media platforms or job sites if they are looking for new jobs etc (this may sound a bit extreme but there are lots of companies who do this nowadays. In addition, employees can link their Zoho CRM and Evernote accounts easily with other applications like Dropbox so that they can share files and documents which are stored within their online storage accounts with one another more easily (this may seem like an unnecessary feature but it actually isn’t; it would help people save even more time because they wouldn’t have to email each other files separately if they were sending lots at the same time; rather than emailing each other 20 different files individually for example, they could use Dropbox/Evernote to send all 20 files at once so that employees within their business could access them without having to download anything else onto their laptops/computers; they would just need to view them within the unique links which would be sent via email. Another benefit is that integrating these applications together makes it easier for employees within the business to communicate efficiently with each other because they will no longer have to send emails back and forth repeatedly if they need to share documents with each other because they can just do so with Dropbox/Evernote (they may find this incredibly useful if they often have meetings with each other and need to show each other certain documents regularly which require changes made by each person invpved in the meeting. It also makes it easier for people within the business to keep track of what everyone else is doing because all of their coworkers’ updates are stored online which gives people within the business an overview of what everyone else has been doing recently (this is something that I personally use quite often because I work in an office where there are lots of different people doing different things; sometimes I get distracted from my work because I start wondering what everyone else is doing at the same time as me; I find looking at their updates online helps me focus on my own work better. However, it should be noted that sometimes integration of different applications can cause conflicts as different applications might not always play nice together; however this isn’t too common so it shouldn’t be too much of a problem unless you do something really complicated or unusual with your computer/laptop! Another problem is synchronization issues; these can occur particularly if there is a change made offline while others are using the updated version online (the offline version will be out of date. Although these problems aren’t common if you are careful enough with how you use your computers/devices then it shouldn’t be a problem! (I am currently exploring how I can integrate my email services together as well so that people outside of my business can contact

The process to integrate Evernote and Zoho 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.