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Zoho CRM + Evernote Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

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 Evernote Business
  • OneNote OneNote
  • Zoho Notebook Zoho Notebook

Best ways to Integrate Zoho CRM + Evernote

  • Zoho CRM Evernote

    Zoho CRM + Evernote

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

    Zoho CRM + Evernote

    Create Note to Evernote from New Record in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    Evernote Create Note
  • Zoho CRM Evernote

    Zoho CRM + Evernote

    Create Note to Evernote from New or Updated Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New or Updated Contact
     
    Then do this...
    Evernote Create Note
  • Zoho CRM Zoho CRM

    Evernote + Zoho CRM

    Create/Update Lead to Zoho CRM from New Notebook in Evernote Read More...
    Close
    When this happens...
    Zoho CRM New Notebook
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Zoho CRM Zoho CRM

    Evernote + Zoho CRM

    Create/Update Contact to Zoho CRM from New Notebook in Evernote Read More...
    Close
    When this happens...
    Zoho CRM New Notebook
     
    Then do this...
    Zoho CRM Create/Update Contact
  • Zoho CRM {{item.actionAppName}}

    Zoho CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • New Note

    New Note

  • New Notebook

    New Notebook

    Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • Create Note

    Create Note

How Zoho CRM & Evernote Integrations Work

  1. Step 1: Choose Zoho CRM 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 Zoho CRM to Evernote.

    (2 minutes)

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

Integration of Zoho CRM and Evernote

Zoho CRM

Zoho CRM is a customer relationship management software. It helps in managing sales, marketing, services, support and helpdesk.

Evernote

Evernote is a note-taking service. It helps in organizing notes and storing information.

Integration of Zoho CRM and Evernote

The integration of Zoho CRM and Evernote will help in managing the business more effectively, it will provide better functionality to the customers, it will improve productivity, it will make data accessible from anywhere, anytime and it will also provide consistency.

Zoho CRM can be integrated with Evernote by using Zapier. Zapier provides an interface that allows you to create automated workflows between different web apps. With this integration, you can record all your notes in Evernote and then access those notes from within Zoho CRM. You can also search for your notes using keywords. In addition, you can convert your handwritten notes into text. These handwritten notes can be stored in Evernote. Notes taken by users are available in the form of free-form text documents, checklists, handwriting, images, PDFs and audio recordings.

Zoho CRM can also be integrated with Evernote by using IFTTT. IFTTT (If This Then That. is a service that lets you create powerful connections with one simple statement. The integration process begins with connecting Zoho CRM and Evernote through IFTTT. After these two applications are connected, you can set up rules that connect the two platforms. For example, you can create rules that automatically create a new contact record in Zoho CRM when a note is created in Evernote. You can also send to-do items from Zoho CRM to Evernote or update a note in Evernote whenever a new activity is added to a task on Zoho CRM.

Benefits of Integration of Zoho CRM and Evernote

Integration of Zoho CRM and Evernote will help business owners in managing their customer relationships easily and making their tasks manageable. Here are some of the benefits of integrating Zoho CRM and Evernote:

Business owners will know how to keep their customers satisfied with their services and products. They will be able to provide support at the right time to the right person with the right spution. Business owners will know how to increase their customer base by knowing what the customers want and then providing them with those products and services. Business owners will be able to turn leads into customers by making effective use of their customer data. Business owners will be able to make use of the data that they have cplected from the prospects and customers. They will be able to identify the market trends by studying this data. Business owners will be able to keep track of all changes made by their employees in any part of the business operation so that they are aware of what’s happening inside their organization at all times. They will be able to share information about their business quickly and easily with their clients. Business owners will be able to receive customer feedback about each department’s performance which can help them understand how their customers feel about each department’s performance.

The process to integrate Zoho CRM 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.