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Evernote Business + Zoho CRM Integrations

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

Zoho CRM Integrations
Zoho CRM Alternatives

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Best Evernote Business and Zoho 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 + Zoho CRM in easier way

It's easy to connect Evernote Business + Zoho 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 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.

    Actions
  • Create Note

    Create Note

  • 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.)

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoho 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 Zoho CRM

  • Zoho CRM is a free application for small businesses. It allows the business owner to manage his contacts with inbuilt features of email, calendar, tasks, and notes. The integration of Evernote Business in Zoho CRM allows the user to access his notes stored in Evernote even while working on the Zoho CRM.
  • Evernote Business is an enterprise-grade note-taking service that helps the company to get rid of the chaos caused by many files stored in different places. With the help of Evernote Business, the user can create, organize, search, and share all content like emails, documents, images, and web clippings under one roof.
  • Integration of Evernote Business and Zoho CRM allows the user to access his notes stored in Evernote using Zoho CRM. He can add notes to his existing records or can create new records in Zoho CRM whenever he needs to take down some important notes on any projects or on any tasks.
  • The integration of Evernote Business and Zoho CRM allows the user to access his notes stored on Evernote while working on Zoho CRM. It also helps him to create new records on Zoho CRM whenever he needs to take down some important notes on any projects or on any tasks. This makes it easier for him to manage projects and tasks with the help of integrated features of both these applications.
  • Zoho CRM and Evernote Business are two powerful applications which provide the user with integrated features. The integration of Evernote Business and Zoho CRM has made it easier for a small business owner to manage his contacts and leads efficiently.
  • Evernote Business is a powerful top for managing business data. With the help of this application, a small business owner can manage his contacts, leads, and notes from a single place. The integration of this application with another application will help him to manage his contacts, leads, and notes more efficiently.
  • The process to integrate Evernote Business and Zoho 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.