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HubSpot CRM + Evernote Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

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.

Evernote Integrations
Evernote Alternatives

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

  • Evernote Business Evernote Business
  • OneNote OneNote
  • Zoho Notebook Zoho Notebook

Best ways to Integrate HubSpot CRM + Evernote

  • HubSpot CRM Evernote

    HubSpot CRM + Evernote

    Create Note to Evernote from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Evernote Create Note
  • HubSpot CRM Evernote

    HubSpot CRM + Evernote

    Create Note to Evernote from New Contact Property Change in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Contact Property Change
     
    Then do this...
    Evernote Create Note
  • HubSpot CRM Evernote

    HubSpot CRM + Evernote

    Create Note to Evernote from New Company in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Company
     
    Then do this...
    Evernote Create Note
  • HubSpot CRM Evernote

    HubSpot CRM + Evernote

    Create Note to Evernote from New Contact in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    Evernote Create Note
  • HubSpot CRM Evernote

    HubSpot CRM + Evernote

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

    HubSpot CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • New Note

    New Note

  • New Notebook

    New Notebook

    Actions
  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Create Note

    Create Note

How HubSpot CRM & Evernote Integrations Work

  1. Step 1: Choose HubSpot CRM 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 Evernote 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 HubSpot CRM to Evernote.

    (2 minutes)

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

Integration of HubSpot CRM and Evernote

HubSpot CRM?

HubSpot CRM is a customer relationship management (CRM. top used to connect with clients. It was developed by HubSpot and in short time it has become one of the best CRM tops available.

  • Evernote?
  • Evernote is a note-taking app that can help you stay organized. Using Evernote, you can create notebooks, terms and other information that will be useful for you. You could use it to take notes during your meetings or while you’re working on something. You can also use it as a place where you’ll store all your ideas, photos, documents and important files.

  • Integration of HubSpot CRM and Evernote
  • There are several ways to integrate HubSpot CRM and Evernote. Using HubSpot CRM, you can embed almost any type of file into your email messages, including spreadsheets, documents, PDFs and images. You can also create links to Evernote notes within the HubSpot CRM interface so that your team members can access them from one place. They can either click on the link to open the document in a new tab or click on it to add the document directly to their HubSpot CRM account.

    In addition to this, you can also choose to attach files that have already been uploaded to Evernote to HubSpot CRM. In this case, when you send an email message with an attached file, HubSpot CRM will automatically attach the file from Evernote. This way, you don’t have to go through the extra work of attaching the file yourself each time you send an email message. However, you may still need to select which version of the file you want to attach.

    Another option would be to save copies of your Evernotes into HubSpot CRM and then share them with your team members. You can just select the notes that you want to share and then share them using the Share button in HubSpot CRM. Once someone has accessed your notes, they can make notes or leave comments in those notes, just like they would do with regular HubSpot CRM notes.

  • Benefits of Integration of HubSpot CRM and Evernote
  • The integration of HubSpot CRM and Evernote is highly beneficial for both organizations who use these two tops. One of its main benefits is that it saves companies a lot of money because it reduces the amount of time spent on managing client relationships. Another benefit is that it helps small businesses that are not able to afford dedicated sales staff to establish a sales pipeline and manage it without much effort. This reduces the stress for small business owners and makes running their businesses more relaxing.

    The integration of these two platforms also allows companies to stop using multiple tops to manage their sales processes, because everything they need is available in one place – HubSpot CRM. This speeds up their sales process and increases their sales conversion rates.

    The process to integrate HubSpot CRM and Drip 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.