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Evernote Business + Freshworks CRM Integrations

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

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

Freshworks CRM Integrations

Best Evernote Business and Freshworks 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

    {{item.triggerAppName}} + {{item.actionAppName}}

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

It's easy to connect Evernote Business + Freshworks 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

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    Actions
  • Create Note

    Create Note

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

How Evernote Business & Freshworks 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 Freshworks CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Freshworks 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 Freshworks CRM

  • Evernote Business
  • Evernote Business is a cplection of products that help small business, enterprise, and teams to work together smoothly. It is used for cplaboration, document creation, organization, and more. It allows you to access all your content from anywhere. If you want to use Evernote Business for your team, you can also choose to subscribe to Evernote Business Premium.

  • Freshworks CRM
  • Freshworks CRM is a cloud-based customer relationship management (CRM. software. It helps you to stay in touch with your customers, manage your projects (or tasks), and generate leads. It also allows you to track the performance of your sales team.

    Integration of Evernote Business and Freshworks CRM

    With the integration of Evernote Business and Freshworks CRM, you can improve your productivity to achieve your business goals.

    With the integration between Evernote Business and Freshworks CRM, you can conveniently store all your notes in Evernote Business. Besides, you can easily search for information in Evernote Business to find what you need for your project. For example, if you are working on a marketing campaign, you can easily search for information about the campaign through Evernote Business. You can also store all your research materials related to the campaign in Evernote Business so that the whpe team can access them easily.

    With the integration of Evernote Business and Freshworks CRM, you can create your ideas, tasks, events, projects or contacts within Freshworks CRM. You can also view all these information in Evernote Business. This will make sure that you do not forget any important information or tasks, especially those related to a specific project or client. It can also make you more productive as it will allow you to create a task related to a project with a reminder in one place—in Freshworks CRM. Then, you can access that task from another app—Evernote Business—to work on it. In this way, you will not forget any important information or tasks as they are all in one place—in Freshworks CRM and Evernote Business.

    With the integration between Evernote Business and Freshworks CRM, you can also send messages from Freshworks CRM to Evernote Business so that your team members who receive the messages will be able to read them from their Evernote Business account. While sending messages is available in free mode of Freshworks CRM, sending messages with tags is only available in Premium versions of Freshworks CRM. In premium versions of Freshworks CRM, it is possible to tag messages so that you can track which messages have been read by your cpleagues and which have not been yet. With this feature, you will be able to identify which messages have been read by everyone and which ones have not been read yet by anyone. To tag messages with Evernote Business and Freshworks CRM integration, first you need to connect your Freshworks CRM account with Evernote Business. Then, create a message and tag it with either #@tag or @tag before sending it. You can also use an email address as a tag as well as mention users as tags as well as mentions as tags as well as usernames as tags as well as usernames as tags as well as mentions as tags as well as usernames as tags as well as usernames as tags as well as usernames as tags as well as usernames as tags and mention users and mentions and mentions and mentions and mentions and mentions and mentions and mentions and mentions and mentions and mentions and mentions and mentions and mentions and mentions and mention users and mention users and mention users and mention users and mention users and mention users and mention users and mention users and mention users and mention users and mention users and mention users and mention users and mention users and mention users and mention users and mention users and mention users and mention users and mention users and mention users and mention users and mention users and mention users and mentions users and mention users and mention users and mention users and mention users and mention users in order to let them see your message in Evernote Business when they are working on their computer or mobile devices.

    Benefits of Integration of Evernote Business and Freshworks CRM

    With the integration of Evernote Business and Freshworks CRM, there are several benefits that come with it. They include:

    Cplaboration between members in your team becomes smoother

    You can easily contact clients via messages in order to get in touch with them so that you can provide better service for them

    You will save time when searching for information since all the information will be stored in one place—in both apps—and making it easy for you to access them anytime you need them instead of searching for them in different places which can waste your time.

    By integrating Evernote Business with Freshworks CRM, it will be easier for you to take care of your business operations since all the information will be stored in one place—in both apps—and making it easy for you to access them anytime you need them instead of searching for them in different places which can waste your time. Therefore, the integration between Evernote Business with Freshworks CRM can make businesses more productive thus helping them to achieve their business goals sooner than expected.

    The process to integrate Evernote Business and Freshworks 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.