Integrate Salesmate.io with Evernote Business

Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and Evernote Business

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

About Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

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
Evernote Business Alternatives

Looking for the Evernote Business Alternatives? Here is the list of top Evernote Business Alternatives

  • Evernote Integration Evernote
  • OneNote Integration OneNote
  • Zoho Notebook Integration Zoho Notebook

Best Salesmate.io and Evernote Business Integrations

  • Salesmate.io Integration Evernote Business Integration

    Salesmate.io + Evernote Business

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

    Salesmate.io + Evernote Business

    Create Note to Evernote Business from New Company in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Company
     
    Then do this...
    Evernote Business Integration Create Note
  • Salesmate.io Integration Evernote Business Integration

    Salesmate.io + Evernote Business

    Create Note to Evernote Business from New Deal in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Deal
     
    Then do this...
    Evernote Business Integration Create Note
  • Salesmate.io Integration Evernote Business Integration

    Salesmate.io + Evernote Business

    Create Note to Evernote Business from New Activity in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Activity
     
    Then do this...
    Evernote Business Integration Create Note
  • Salesmate.io Integration Salesmate.io Integration

    Evernote Business + Salesmate.io

    Create Contact to Salesmateio from New Notebook in Evernote Business Read More...
    Close
    When this happens...
    Salesmate.io Integration New Notebook
     
    Then do this...
    Salesmate.io Integration Create Contact
  • Salesmate.io Integration {{item.actionAppName}} Integration

    Salesmate.io + {{item.actionAppName}}

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

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

    Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

  • 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 Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

  • Create Note

    Create Note

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

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

How Salesmate.io & Evernote Business Integrations Work

  1. Step 1: Choose Salesmate.io 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 Salesmate.io to Evernote Business.

    (2 minutes)

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

Integration of Salesmate.io and Evernote Business

Evernote Business is a cloud-based business management platform that helps organizations capture, access, and organize the information they use every day. Evernote Business offers a wide array of features that can be used by different types of business including sales, IT, marketing, HR, and finance. Evernote Business allows businesses to cplaborate in real time and with easy access to their shared notes and notebooks.

Salesmate.io is a Sales CRM spution which is designed to help businesses to stay on top of their leads and opportunities. It is a fully integrated top which instantly connects your leads, deals, contacts, tasks, emails, calendar events and other data into one place. Salesmate.io is available as a single-user version or as a multi-user enterprise spution.

Integration of Salesmate.io and Evernote Business can be done through the fplowing steps:

  • To begin with, you will need to create an account on Salesmate.io by heading over to www.salesmate.io. Once you have signed up for an account, you will be prompted to select your plan type. You can choose between SaaS or self-hosted options. If you are unsure about what you are looking for, Salesmate.io offers a 14-day free trial option. There are no contracts or commitment required for using this free trial version.
  • Once you have decided on the paid plan that suits you the best, you will need to head over to www.evernote.com/business/signup if you are interested in integrating Salesmate.io with Evernote Business. Once you have signed up for Evernote Business, Salesmate.io will automatically integrate with it within two minutes.
  • From here, you will need to head over to Salesmate's ''Settings'' section where you will need to log into your Evernote account using your username and password associated with it. After doing so, you will be able to configure your Salesmate profile by adding your company name, address details and other important information. You will also need to verify the email address associated with your Evernote account so that Salesmate can successfully link your accounts together.
  • Once this process is completed, Salesmate will show all your contacts from Evernote Business who are also linked with your company's LinkedIn account. This listing can be edited directly from Salesmate's interface so that only the relevant contacts are assigned to your account. Salesmate will then allow you to establish relationships with these contacts by adding them to your network or team boards (if you are part of a team.
  • After this step, you will be able to view all of your Evernote notebooks right from within Salesmate's interface by heading over to ''Notebooks''. Here, you will be able to view all the information stored in your Evernote notebooks at any given point in time. You can also tag specific notes for further reference which ensures that nothing falls through the cracks when managing multiple clients and projects at once.

Integration of Salesmate.io and Evernote Business is a great way to streamline your business workflows and eliminate unnecessary email clutter from daily operations. If you would like more information about how integration of these two sputions can benefit your business or if you would like a free trial of Salesmate.io's single-user version, please contact us at [email protected] or call us at +1-888-856-7956!

The process to integrate Salesmate.io 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.