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Zoho CRM + Evernote Business Integrations

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

  • 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 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 Evernote
  • OneNote OneNote
  • Zoho Notebook Zoho Notebook

Best ways to Integrate Zoho CRM + Evernote Business

  • Zoho CRM Evernote Business

    Zoho CRM + Evernote Business

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

    Zoho CRM + Evernote Business

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

    Zoho CRM + Evernote Business

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

    Evernote Business + Zoho CRM

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

    Evernote Business + Zoho CRM

    Create/Update Contact to Zoho CRM from New Notebook in Evernote Business 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 Business in easier way

It's easy to connect Zoho CRM + Evernote Business 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

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

  • 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 Business 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 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 Zoho CRM to Evernote Business.

    (2 minutes)

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

Integration of Zoho CRM and Evernote Business

Zoho CRM and Evernote Business are two different online applications which help you in managing your business and personal life. You can easily integrate these applications for better usage and convenience.

Zoho CRM and Evernote Business can be integrated with each other for better management and convenience. Here we will discuss the integration of Zoho CRM and Evernote Business in detail.

Integration of Zoho CRM and Evernote Business

Zoho CRM is an online application which allows you to manage your business efficiently. The application helps you in managing your customer data, contacts, activities, tasks, etc. In order to make it easier for you to manage your business, Zoho CRM has a feature called “CRM Integrations”. The CRM Integrations allow you to integrate Zoho CRM with other applications to make it more efficient. One such application is Evernote Business. You can integrate Evernote Business with Zoho CRM.

Evernote Business is a software which helps you in creating an organized environment through its note taking capabilities. It lets you take notes from various devices and access them from anywhere. It also helps you in organizing your notes in a better way so that you can retrieve them at any time when required. In order to keep your notes in a proper way, Evernote Business provides features like tagging, sorting, searching, etc. For the sake of proper organization, you can add tags to your notes or add a notebook to a tag. You can also organize your notes in a fpder structure in order to give a structure to all your notes.

Integration of Zoho CRM and Evernote Business will help you in keeping track of the contacts and tasks. This way you will stay on top of what is happening with your customers or clients. You will be able to manage your contacts effectively. You can set up new tasks, assign tasks to people, fplow up on tasks, etc. This integration will let you schedule tasks so that you do not miss out on any of them. This integration will provide you with new ways to grow your business by keeping you updated on what your employees are doing at every point of time.

Benefits of Integration of Zoho CRM and Evernote Business

There are many benefits of integrating Zoho CRM and Evernote Business together. The first benefit is that this integration will help you manage your contacts more efficiently. You can store your clients’ contact information into Zoho CRM. You can also store the details like their email id, phone numbers, etc. This will let you keep track of all the contacts’ details at one place. Second benefit of this integration is that it will help you manage your tasks properly. You can store task information like who is supposed to do it, when it is supposed to be completed, status of the task, etc., into Zoho CRM. This integration will let you manage the tasks with ease. Another benefit is that it will help you stay updated about what your employees are doing at every point of time. As both applications have their own ways of tracking events, this integration will let you know exactly what is happening with your employees at any moment of time. It will also let you track the progress of the projects which are being carried out by your employees. This way you will stay updated about what is happening around you which will help you in doing things without missing out on anything important. A fourth benefit of integration is that it will help you manage projects more efficiently as both applications have their own ways of tracking projects. You can use both applications for better project management. Last but not the least benefit of this integration is that it will save time. By using these applications together you can perform your tasks more efficiently without wasting much time on managing them individually.

The process to integrate Zoho CRM 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.