Integrate Pipedrive with Evernote Business

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

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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 Business

The Evernote for Business app brings your work to life in new ways. Annotate, organize, and share across devices to stay organized and engaged with your team.

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

Explore quick connects

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Connect Pipedrive + Evernote Business in easier way

It's easy to connect Pipedrive + Evernote Business 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

    Triggers when a new note is created in or moved to a notebook.

  • 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 Business 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 Business 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 Business.

    (2 minutes)

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

Integration of Pipedrive and Evernote Business

Pipedrive

Pipedrive is a sales automation top that helps businesses automate sales activities. With this software, you can manage your sales pipeline, send emails and connect to CRM.

Pipedrive enables you to create different types of lists (for example, prospects, leads, accounts, deals. and then run various reports on these lists. Pipedrive also connects with the fplowing systems. Google Apps, Salesforce, Dynamics CRM, SugarCRM, Hubspot, MailChimp, Appy Pie Connect, Slack and Dropbox.

Evernote Business

Evernote Business is a business-oriented version of the popular note-taking app Evernote. This product offers a central place for keeping notes and the ability to share knowledge within your company. It is deeply integrated with other Google services, such as GDrive and Calendar.

Integration of Pipedrive and Evernote Business

For its integration with Evernote Business, Pipedrive has released the new “Activity Stream” feature. This top allows you to track all important events in your Pipedrive account in one place – Evernote Business.

Now you can track almost everything that happens in your Pipedrive account using the Activity Stream. You have the opportunity to track events from your prospecting list or deal stage list, such as. When an email is sent from your prospecting list to the customer, you receive an alert from the activity stream. Similarly, when an email is sent from your deal stage list to the customer, you receive an alert from the activity stream. When you update an existing deal status or create a new one, you receive an alert from the activity stream.

You can also track activities that happen on Pipedrive. For example. When any action takes place on your opportunities or deals (such as when a deal or opportunity is created or updated), you receive an alert from the activity stream. When you add a new contact to your contacts list or update an existing contact’s details, you receive an alert from the activity stream. When any of your filters in Pipedrive are changed, you receive an alert from the activity stream.

Another benefit of this top is that you can monitor what’s happening in your Pipedrive account directly from Evernote Business. Now you can see all events related to Pipedrive right in Evernote Business, without having to switch between applications and navigate to different screens.

The process to integrate Pipedrive and Evernote Business 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