Integrate Pipedrive with Evernote

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

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About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

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.

Want to explore Pipedrive + Evernote quick connects for faster integration? Here’s our list of the best Pipedrive + Evernote quick connects.

Explore quick connects

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Connect Pipedrive + Evernote in easier way

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

  • Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • New Note

    New Note

  • New Notebook

    New Notebook

  • Actions
  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

  • Create Note

    Create Note

How Pipedrive & Evernote Integrations Work

  1. Step 1: Choose Pipedrive 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 Pipedrive to Evernote.

    (2 minutes)

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

Integration of Pipedrive and Evernote

Pipedrive is an easy-to-use sales pipeline management software that helps you get organized and close more deals. It automatically imports contacts from your email. You can also import them from other websites, social networks, and CRMs.

It allows you to keep track of all your leads, opportunities, activities, connected accounts, contacts, and tasks in one single place. The software has a built-in CRM, email marketing, and project management tops.

Evernote is an app for creating, saving, syncing, and sharing notes. Users can save web clips to Evernote or add audio, video, images, or documents to it. It also allows users to create checklists or notes with reminders on the web or their mobile device.

Users can also use a smartphone, tablet, laptop, desktop computer or the web to access their Evernote account.

Integration of Pipedrive and Evernote

Integrating Pipedrive with Evernote is very easy. The first thing you need to do is log in to both your Pipedrive and Evernote accounts. Then, click on “Settings” within Pipedrive and then click “Integrations”. Select Evernote from the list and click “Connect”. After that, enter your credentials when prompted. That’s it! You’re done integrating Pipedrive with Evernote. Your integration settings will be saved in the “Settings” menu of Pipedrive. Now that the two are connected, Pipedrive will sync changes made in your Evernote account to Pipedrive and vice versa.

Benefits of Integration of Pipedrive and Evernote

You can export your data from Pipedrive to Evernote and vice versa. For example, if you want to export all your contacts from Pipedrive to Evernote for safekeeping, go to the “Contacts” tab in Pipedrive and choose the appropriate contact list. Then scrpl down to the bottom of this page and click “Export Contacts”. This option will allow you to download a spreadsheet file that contains all the contacts from this contact list. This feature is also available for your tasks, notes, and other data in your account. You can also export your Evernote data from your Evernote account to Pipedrive by going to the “More Tops” tab in Evernote and choosing “Export notes” or other relevant options.

Final Thoughts

Integration between these two business apps allows you to access information from both sides with just one login. Therefore, you avoid creating duplicate entries in both accounts. In addition, saving time for data input eliminates the possibility of human error and increases productivity.

The process to integrate Pipedrive 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm