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Odoo CRM + Evernote Integrations

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

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

About Evernote

Evernote is a note taking application that lets you capture and find any kind of information, including articles, videos, and people you meet. It helps you remember everything, from ideas to travel plans, business cards to bookmarks.

Evernote Integrations
Evernote Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Evernote Business Evernote Business
  • OneNote OneNote
  • Zoho Notebook Zoho Notebook

Best Odoo CRM and Evernote Integrations

  • Odoo CRM Evernote Business

    Evernote + Evernote Business

    Copy new Evernote notes to your Evernote Business account Read More...
    When this happens...
    Odoo CRM 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
  • Odoo CRM OneNote

    Evernote + OneNote

    Copy notes on Evernote to your OneNote Notebook Read More...
    When this happens...
    Odoo CRM New Note
     
    Then do this...
    OneNote Create Note
    Teamwork is the cornerstone of business success, and it's all due to the powerful effects of collaboration. As team members exchange ideas with each other, diverse perspectives combine to catalyze creative solutions to business problems. Connect your Evernote with OneNote and make your team collaboration more efficient. Once you’ve set up this integration, whenever a new note is added to Evernote, Appy Pie Connect will automatically copy that note to your OneNote account, keeping both of your teams on the same page.
    How this Evernote - OneNote integration works
    • A new note is created in Evernote
    • Appy Pie Connect copies that note to a new note in your OneNote notebook
    What You Need
    • A OneNote account
    • An Evernote account
  • Odoo CRM Google Calendar

    Evernote + Google Calendar

    Create Google Calendar events from new Evernote notes Read More...
    When this happens...
    Odoo CRM New Note
     
    Then do this...
    Google Calendar Create Detailed Event
    With Google Calendar, you can quickly schedule meetings and events, and get reminders about upcoming events or meetings, so that you always know what’s next. The Evernote - Google Calendar integration can help you create events for every task that you need to accomplish. Once active, every time you create a note in Evernote, Appy Pie Connect will automatically add a new detailed event on Google Calendar.
    How this integration works
    • A new note is created on Evernote
    • Appy Pie Connect automatically creates a new detailed event on Google Calendar
    What You Need
    • An Evernote account
    • A Google Calendar
  • Odoo CRM Todoist

    Evernote + Todoist

    Create new Todoist tasks from Evernote notes Read More...
    When this happens...
    Odoo CRM New Note
     
    Then do this...
    Todoist Create Task
    The new Todoist integration lets you create Todoist tasks from any Evernote note without any coding. It's a great way to keep track of a project or get more things done, all while staying in the app you're most comfortable with. This Evernote Todoist integration will help you automatically create a new Todoist tasks when you create new Evernote notes in a specific notebook.
    How It Works
    • A new note is added to your Evernote notebook
    • Appy Pie Connect adds that note to Todoist as a task
    What You Need
    • Evernote account
    • Todoist account
  • Odoo CRM Slack

    Evernote + Slack

    Get Slack notifications when new Evernote notes are created Read More...
    When this happens...
    Odoo CRM New Note
     
    Then do this...
    Slack Send Channel Message
    Keep your notifications out of the way by adding them to Slack - a team communication platform featuring real-time messaging, archiving and search. Evernote integrates with Slack so that whenever someone tags you in a note or highlights you in a note shared to a group, you will get notified automatically. You can even share Evernote notes with entire channels inside of Slack, making it easier to keep everyone on the same page.
    How This Evernote-Slack Integration Works
    • A new note is added to Evernote
    • Appy Pie Connect sends a message to a channel in Slack
    Apps Involved
    • Evernote
    • Slack
  • Odoo CRM Slack

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    When this happens...
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Connect Odoo CRM + Evernote in easier way

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • New Note

    New Note

  • New Notebook

    New Notebook

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Note

    Create Note

How Odoo CRM & Evernote Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Odoo CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Evernote as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Evernote with Appy Pie Connect.

    (2 minutes)

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

Integration of Odoo CRM and Evernote

Odoo CRM is a free open source project management software that uses the Odoo platform as its foundation. It is an online web application that allows users to create and organize information for their business. Users can create custom tables, forms, and views in order to customize the system to fit their needs. The system has many built-in features including email, calendar, creating a team, document management, and task management. Prior to integrating with Evernote, Odoo CRM was used by a number of companies such as PepsiCo, Toshiba, and Quikr.

Evernote is a note taking app that lets users create notes and sync them across all of their devices. It has many features including syncing notes across multiple devices, sharing notebooks with others, annotating documents within the app, and the ability to create checklists and reminders.

The integration of Odoo CRM and Evernote will allow users to sync notes from Evernote into the Odoo CRM. When a note is created in Evernote it will automatically be synced with the Odoo CRM. When a new customer is created in Odoo CRM a new contact will automatically be added to Evernote and vice versa for any changes made in either system. Since both systems are cloud-based and have dual backups, users will not need to worry about losing any data. This integration will make it easier for employees to keep track of important data and for companies to manage their customers better.

Integration of Odoo CRM and Evernote

To integrate Odoo CRM and Evernote, we need to add a new Odoo plugin called “Evernote” to Odoo Community Edition (CE. We can download this plugin from https://github.com/odoo/odoo-addons/tree/master/community_addons/crm_addons/evernote . After downloading this plugin we need to place the “evernote” fpder inside the “crm_addons” fpder in the “customer_relationship_management” fpder in our Odoo CE instance. We then need to restart our Odoo instance in order for this plugin to be loaded properly. Once this is done we will be able to see the “Evernote” tab in the top bar menu next to “Sales” and “Marketing”.

Benefits of Integration of Odoo CRM and Evernote

Integrating Odoo CRM with Evernote will allow companies to store their important notes on all of their devices and easily access them wherever they go. This integration will also allow companies to store notes about their customers in one place instead of various different places including Word Documents, Excel Spreadsheets, or even individual emails. This integration will provide a central location for all of an organization’s data instead of having it scattered around various locations.

The process to integrate Odoo CRM and Evernote 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.