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Evernote Business + Agile CRM Integrations

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

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.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Agile CRM Integrations
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Best Evernote Business and Agile CRM Integrations

  • Evernote Business Trello

    Evernote Business + Trello

    Create Trello cards for new Evernote Business notes Read More...
    When this happens...
    Evernote Business New Note
     
    Then do this...
    Trello Create Card
    Are you manually moving content from Evernote to Trello? Set up this Connect and a new card will automatically be added in Trello for every new Evernote Business note you create. This integration is designed to help businesses save time and money while improving their productivity. Our automation platform allows people to set up this integration without writing a single line of code.
    How this integration works
    • A new note is created in Evernote Business
    • Appy Pie Connect automatically adds a card to Trello
    What You Need
    • An Evernote Business account
    • A Trello account
  • Evernote Business Slack

    Evernote Business + Slack

    Send message in Slack for every new Evernote Business notebook Read More...
    When this happens...
    Evernote Business New Notebook
     
    Then do this...
    Slack Send Channel Message
    Make sure your team always knows when new notebooks are added to your Evernote Business account. Set up this Evernote Business - Slack integration, and each time a new notebook is created in Evernote Business, Appy Pie Connect will send a message in Slack to you or the team members you select. This integration can improve your team communication in the workplace.
    How this Evernote Business - Slack integration Works
    • A new notebook is created on Evernote Business
    • Appy Pie Connect automatically sends a new message on Slack
    What You Need
    • An Evernote Business account
    • A Slack account
  • Evernote Business Evernote Business

    Office 365 + Evernote Business

    Create Evernote Business notes for Office 365 emails Read More...
    When this happens...
    Evernote Business New Email
     
    Then do this...
    Evernote Business Create Note
    Need an easy way to create notes for your Office 365 emails? Set up this Office 365-Evernote Business integration and Appy Pie Connect will watch your Office 365 account to automatically create new notes on Evernote Business for every new email you receive. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code. So, don’t wait and try this automation now to keep your business competitive.
    How this Office 365-Evernote Business works
    • A new email is received in Office 365
    • Appy Pie Connect automatically creates a new note in Evernote Business
    What You Need
    • An Office 365 account
    • An Evernote Business account
  • Evernote Business Evernote Business

    Evernote + Evernote Business

    Copy new Evernote notes to your Evernote Business account Read More...
    When this happens...
    Evernote Business New Note
     
    Then do this...
    Evernote Business Create Note

    Ever find yourself manually sending Evernote notes to your Evernote Business account? If yes, stop it right away and let Appy Pie Connect handle it for you. After setting this integration up, any note you create in Evernote will be sent to your Evernote Business account automatically, keeping both your apps on the same page.

    Note: You can set up this integration to watch for new notes in a specific notebook or your entire account.

    How It Works
    • A new note is created on Evernote
    • Appy Pie Connect automatically copies that note to Evernote Business
    What You Need
    • An Evernote account
    • An Evernote Business account
  • Evernote Business Evernote Business

    Gmail + Evernote Business

    Create new notes to Evernote Business from Gmail emails with attachment [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Evernote Business New Attachment
     
    Then do this...
    Evernote Business Create Note

    Manage projects, deadlines, clients, and meetings with ease by connecting your Evernote Business to Gmail. This Gmail-Evernote Business integration from Appy Pie Connect helps you stay more organized by capturing everything that is important to you in notes, voice, and pictures. It can save you from any similar situation by watching for emails with attachments that match a specific label, and creating a new note in Evernote Business for any matches.

    Note: To use this integration you must have a Business Gmail account.

    How this integration works
    • A new email with an attachment is received in Gmail
    • Appy Pie Connect automation creates a new note in Evernote Business
    What You Need
    • A Gmail account
    • An Evernote Business account
  • Evernote Business Evernote Business

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    {{item.message}} Read More...
    When this happens...
    Evernote Business {{item.triggerTitle}}
     
    Then do this...
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Connect Evernote Business + Agile CRM in easier way

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

    Triggers
  • New Note

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

  • New Notebook

    New Notebook

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

    Actions
  • Create Note

    Create Note

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Evernote Business & Agile CRM Integrations Work

  1. Step 1: Choose Evernote Business as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Evernote Business with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Agile CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Agile CRM with Appy Pie Connect.

    (2 minutes)

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

Integration of Evernote Business and Agile CRM

Evernote Business is a productivity platform that enables users to cplaborate on projects and communicate through notes, files, tasks, and messages. It helps you create a new business culture that fosters cplaboration with the right people at the right time. The Evernote Business platform is powered by Evernote Business, a purpose-built cloud subscription service for businesses.

Agile CRM is an end-to-end customer relationship management (CRM. software spution. Its development was based on scrum methodpogy, designed to help businesses of all sizes manage their sales, marketing, and customer support functions. This includes managing leads, contacts, opportunities, and deals, as well as reporting and analytics.

Integration of Evernote Business and Agile CRM

Evernote Business and Agile CRM are integrated in the fplowing ways:

Evernote Business syncs with Agile CRM contacts and accounts.

Users can share notes with Agile CRM users.

Evernote integrations include the fplowing:

A pipeline – for tracking opportunity stages.

A deal – for tracking the stages of a deal from beginning to end.

A deal card – for displaying detailed information about a deal.

A deal picture – for writing notes next to a deal picture.

A deal snapshot – for adding attachments to a deal snapshot.

An account snapshot – for adding attachments to an account snapshot.

An activity – for recording activities in Evernote Business.

An activity snapshot – for adding attachments to an activity snapshot.

A meeting – for scheduling meetings that are shared by all participants.

A meeting picture – for writing notes next to a meeting picture.

A meeting snapshot – for adding attachments to a meeting snapshot.

The process to integrate Evernote Business and Agile CRM 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.