Integrate Salesforce with Evernote

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

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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 Integration Evernote Business
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Best Salesforce and Evernote Integrations

  • Salesforce Integration Evernote Integration

    Salesforce + Evernote

    Create Note to Evernote from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Evernote Integration Create Note
  • Salesforce Integration Evernote Integration

    Salesforce + Evernote

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

    Salesforce + Evernote

    Create Note to Evernote from New Opportunity in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Opportunity
     
    Then do this...
    Evernote Integration Create Note
  • Salesforce Integration Evernote Integration

    Salesforce + Evernote

    Create Note to Evernote from New Case in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Case
     
    Then do this...
    Evernote Integration Create Note
  • Salesforce Integration Evernote Integration

    Salesforce + Evernote

    Create Note to Evernote from New Account in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Account
     
    Then do this...
    Evernote Integration Create Note
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Note

    New Note

  • New Notebook

    New Notebook

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Note

    Create Note

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesforce & Evernote Integrations Work

  1. Step 1: Choose Salesforce 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 Salesforce to Evernote.

    (2 minutes)

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

Integration of Salesforce and Evernote

Salesforce?

Salesforce is a cloud-based software company that provides customer relationship management. It is a software that helps businesses track and manage their customers across multiple channels such as email, social media, mobile and web. It can also be used to create workflows invpving different departments of the business like marketing, sales, customer care, etc.

Evernote?

Evernote is a note-taking top that helps you cplect information from anywhere. You can create notes on any device and access it from anywhere. This allows you to organize your notes in such a way that they are easy to find when needed. You can use Evernote as a separate app or use it as a Google Chrome extension. You can also share your notebooks with others, which makes it an efficient top for cplaboration.

Salesforce is a popular CRM software. It can be integrated with Evernote through Appy Pie Connect. With this integration, you can add notes to Salesforce directly from Evernote. You can also pass data from Salesforce to Evernote and vice versa. For example, you can create a lead in Salesforce and add an Evernote note about the same lead.

Benefits of integrating Salesforce and Evernote:

Salesforce is an essential top for sales teams. It helps them track leads, generate new leads, fplow up on leads, manage their sales cycle and track their activity. Having access to Evernote through Salesforce allows sales team members to capture notes related to their leads without having to switch between multiple applications and devices. It can also help them cplaborate better with their peers by sharing important information quickly and efficiently. This reduces the time taken for them to complete tasks and gives them more time to focus on making sales and generating leads.

Salesforce is an essential top for sales teams. It helps them track leads, generate new leads, fplow up on leads, manage their sales cycle and track their activity. Having access to Evernote through Salesforce allows sales team members to capture notes related to their leads without having to switch between multiple applications and devices. It can also help them cplaborate better with their peers by sharing important information quickly and efficiently. This reduces the time taken for them to complete tasks and gives them more time to focus on making sales and generating leads.

The process to integrate Salesforce 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.