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.
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
Zoho CRM + Evernote BusinessCreate Note to Evernote Business from New Contact in Zoho CRM Read More...
Zoho CRM + Evernote BusinessCreate Note to Evernote Business from New Record in Zoho CRM Read More...
Zoho CRM + Evernote BusinessCreate Note to Evernote Business from New or Updated Contact in Zoho CRM Read More...
Evernote Business + Zoho CRMCreate/Update Lead to Zoho CRM from New Notebook in Evernote Business Read More...
Evernote Business + Zoho CRMCreate/Update Contact to Zoho CRM from New Notebook in Evernote Business Read More...
It's easy to connect Zoho CRM + Evernote Business without coding knowledge. Start creating your own business flow.
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
Triggers when a new note is created in or moved to a notebook.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
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.
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.
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.