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Integrate Salesforce with Evernote Business

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

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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 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.

Evernote Business Integrations
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Best ways to Integrate Salesforce + Evernote Business

  • Salesforce Integration Evernote Business Integration

    Salesforce + Evernote Business

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

    Salesforce + Evernote Business

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

    Salesforce + Evernote Business

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

    Salesforce + Evernote Business

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

    Salesforce + Evernote Business

    Create Note to Evernote Business from New Account in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Account
     
    Then do this...
    Evernote Business 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 Business in easier way

It's easy to connect Salesforce + Evernote Business 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

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

  • 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 Business 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 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 Salesforce to Evernote Business.

    (2 minutes)

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

Integration of Salesforce and Evernote Business

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Salesforce is a customer relationship management software that makes the management of customer relationships easier and more effective. Salesforce allows its users to create, manage, and track their customers. It also enables sales team to cplaborate and share information that will help them to better service their clients. It has a powerful analytics feature that allows sales team to understand their clients’ behavior and to predict their needs and preferences. It also provides communication tops for sales team to connect with their clients on a personal level. Salesforce integrates with Evernote Business for seamless note-taking.

Evernote Business is a cloud service that allows its users to access and manage their notes and files from any device. It is an ideal top for business owners or managers who have a lot of notes to write for each day. This program lets users create notebooks for different purposes. Users can also add notes in the notebook, tag it, and organize it using tags, notebooks, and stacks. They can add audio and video recordings to their notes. Evernote Business also integrates with other programs such as Microsoft Office, Dropbox, Google Drive, Box, OneDrive and Salesforce.

The integration of Salesforce and Evernote Business is beneficial because it helps businesses keep track of their customers’ activities and purchase history in one place. It creates a central database that stores all the information about the customer history. This integration will allow both Salesforce and Evernote Business users to easily manage their customer information. The integration also helps make note-taking easier for Salesforce users because they can use Evernote Business to take notes anywhere. It also keeps all the notes in one place, making it convenient for business owners and managers to access them whenever they need them.

The integration proves very useful for business owners because it allows them to easily access data about clients. For example, businesses that want to send a marketing message can easily look up the information about their clients in Salesforce. It also enables them to send personalized messages based on the data the system has stored about their customers’ preferences.

The integration of Salesforce and Evernote Business is very beneficial for businesses because it makes it easier for them to keep track of their clients’ activities. The integration also makes it easier for business owners and managers to access important customer data whenever they need it. With this integration, businesses can push out more personalized messages based on what they know about their clients.

The process to integrate Salesforce 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.