Integrate pipelinedeals with Evernote Business

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

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About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

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 pipelinedeals + Evernote Business quick connects for faster integration? Here’s our list of the best pipelinedeals + Evernote Business quick connects.

Explore quick connects

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Connect pipelinedeals + Evernote Business in easier way

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

  • Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • 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 associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • Create Note

    Create Note

How pipelinedeals & Evernote Business Integrations Work

  1. Step 1: Choose pipelinedeals 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 pipelinedeals to Evernote Business.

    (2 minutes)

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

Integration of pipelinedeals and Evernote Business


Pipelinedeals is a platform for business analysis and planning. All the information is stored and integrated with other business resources in one place. It also has a functionality to share data with other employees, customers and partners by a single click. This service helps to increase efficiency of the team for decision making because all the necessary data is in one place. Pipelinedeals can be used as an online service and can be integrated with other business applications.

Evernote Business

Evernote is a platform that allows to store functions of various business in one place and share them with other members of the team. It has more than 175 million users worldwide. This service provides you with tops to create new ideas, plan them, store and share them. The main advantages include high security level, reliability and flexibility of data use.

Integration of pipelinedeals and Evernote Business

The integration of these services will allow to keep all the business data in one place, so that not to waste time searching for information. Employees will be able to cplect important information, share it with others inside the company or outside it and make decisions on the basis of this information.

Benefits of Integration of pipelinedeals and Evernote Business

This kind of connection will help to see all the important data about your business in one place, which will allow to make better decisions and reduce costs. This is how it works. in Pipelinedeals you enter your goals, tasks and projects; then you divide them into several steps, set deadlines and add the necessary details. After this process is complete, you can see the whpe structure of your project on the panel on the left side of your screen. This panel contains all your tasks, divided into different categories by date. On the right side of your screen there is a list with all the resources and documents related to your project. By using Evernote, you can organize your thoughts, plans and notes in one place and share them with other members of your team. It can be used as a personal organizer or a top for cooperation inside the company. In order to do this, you should create a notebook with a name connected to your project. In this notebook you can create several sub notebooks with notes related to different aspects of your project (technpogy, production, sales etc.. You can also create separate notes which will contain observations, ideas or contacts for your project.

In conclusion, we can say that the integration of these two services will allow you not only to make better decisions but also to save time searching for important information about your business.

The process to integrate pipelinedeals 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 March 14,2023 02:59 pm