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.
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
Evernote Business + TrelloCreate Trello cards for new Evernote Business notes Read More...
Evernote Business + SlackSend message in Slack for every new Evernote Business notebook Read More...
Office 365 + Evernote BusinessCreate Evernote Business notes for Office 365 emails Read More...
Evernote + Evernote BusinessCopy new Evernote notes to your Evernote Business account Read More...
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.
Gmail + Evernote BusinessCreate new notes to Evernote Business from Gmail emails with attachment [REQUIRED : Business Gmail Account] Read More...
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.
It's easy to connect Evernote Business + Agile CRM without coding knowledge. Start creating your own business flow.
Triggers when a new note is created in or moved to a notebook.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
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.
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.