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Odoo CRM + Evernote Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

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 Odoo CRM + Evernote

  • Odoo CRM Evernote

    Odoo CRM + Evernote

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

    Odoo CRM + Evernote

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

    Evernote + Odoo CRM

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

    Evernote + Odoo CRM

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

    Evernote + Odoo CRM

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

    Odoo CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • New Note

    New Note

  • New Notebook

    New Notebook

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Note

    Create Note

How Odoo CRM & Evernote Integrations Work

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

    (2 minutes)

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

Integration of Odoo CRM and Evernote

Odoo CRM is a free open source project management software that uses the Odoo platform as its foundation. It is an online web application that allows users to create and organize information for their business. Users can create custom tables, forms, and views in order to customize the system to fit their needs. The system has many built-in features including email, calendar, creating a team, document management, and task management. Prior to integrating with Evernote, Odoo CRM was used by a number of companies such as PepsiCo, Toshiba, and Quikr.

Evernote is a note taking app that lets users create notes and sync them across all of their devices. It has many features including syncing notes across multiple devices, sharing notebooks with others, annotating documents within the app, and the ability to create checklists and reminders.

The integration of Odoo CRM and Evernote will allow users to sync notes from Evernote into the Odoo CRM. When a note is created in Evernote it will automatically be synced with the Odoo CRM. When a new customer is created in Odoo CRM a new contact will automatically be added to Evernote and vice versa for any changes made in either system. Since both systems are cloud-based and have dual backups, users will not need to worry about losing any data. This integration will make it easier for employees to keep track of important data and for companies to manage their customers better.

Integration of Odoo CRM and Evernote

To integrate Odoo CRM and Evernote, we need to add a new Odoo plugin called “Evernote” to Odoo Community Edition (CE. We can download this plugin from https://github.com/odoo/odoo-addons/tree/master/community_addons/crm_addons/evernote . After downloading this plugin we need to place the “evernote” fpder inside the “crm_addons” fpder in the “customer_relationship_management” fpder in our Odoo CE instance. We then need to restart our Odoo instance in order for this plugin to be loaded properly. Once this is done we will be able to see the “Evernote” tab in the top bar menu next to “Sales” and “Marketing”.

Benefits of Integration of Odoo CRM and Evernote

Integrating Odoo CRM with Evernote will allow companies to store their important notes on all of their devices and easily access them wherever they go. This integration will also allow companies to store notes about their customers in one place instead of various different places including Word Documents, Excel Spreadsheets, or even individual emails. This integration will provide a central location for all of an organization’s data instead of having it scattered around various locations.

The process to integrate Odoo CRM and Evernote 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.