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Odoo CRM + Evernote Business Integrations

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

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 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.

Evernote Business Integrations
Evernote Business Alternatives

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

  • Evernote Evernote
  • OneNote OneNote
  • Zoho Notebook Zoho Notebook

Best Odoo CRM and Evernote Business Integrations

  • Odoo CRM Trello

    Evernote Business + Trello

    Create Trello cards for new Evernote Business notes Read More...
    When this happens...
    Odoo CRM 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
  • Odoo CRM Slack

    Evernote Business + Slack

    Send message in Slack for every new Evernote Business notebook Read More...
    When this happens...
    Odoo CRM 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
  • Odoo CRM Evernote Business

    Office 365 + Evernote Business

    Create Evernote Business notes for Office 365 emails Read More...
    When this happens...
    Odoo CRM 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
  • 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 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...
    Odoo CRM 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
  • Odoo CRM Evernote Business

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

It's easy to connect Odoo CRM + Evernote Business 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

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

  • 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 Business 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 Business as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Evernote Business 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 Business

Odoo is an ERP (Enterprise Resource Planning. system. It is downloadable software that is available in an on-demand model. Evernote Business is a cloud-based file sharing and data management application. Each of these two applications offers different benefits to businesses.Evernote Business is a business top that allows the user to store information within the platform, including notes, documents, spreadsheets, images, etcetera. The platform also allows the user to share this information with other users. It also provides the option for the user to search through all of their information from one location.Odoo CRM is a Customer Relationship Management system. A CRM system is used by businesses to manage their customer interactions and communications over time. It allows businesses to stay in contact with customers easily and quickly. Odoo CRM offers a simple way for businesses to deal with all of their customer interactions, maintain customer relationships, and manage their customers’ data.

Integrating Odoo CRM with Evernote Business has many benefits. One major benefit is that it allows users to store all of their assets in one place. There are three ways that integration can occur. 1. The user can edit documents directly in Odoo and save them back into Evernote Business; 2. The user can copy documents from Evernote Business into Odoo and save them back into Evernote Business; 3. The user can use a third-party API to integrate the two platforms together.By integrating these two platforms together, users can be more efficient when working on projects. Users can work together on documents stored within Evernote Business. If a user forgets to add something into the document, they can go back into Evernote Business and add it in quickly and easily. This saves time because there is no need to send edits back and forth between users. Also, if someone with access to the document is not available, the other members of the team who have access to the document can make edits without having to wait for that person to return.Another benefit of integrating Odoo CRM with Evernote Business is that it saves money. These two applications are both free for small businesses, so there is no need to pay for two different tops to perform similar functions. Evernote Business and Odoo CRM have similar features, but they are designed differently. Evernote Business focuses more on document storage, while Odoo CRM focuses more on relationship management and customer interactions. Integrating these two tops together allows the business to get all of these features from one source instead of having to pay for two separate tops.Integrating Odoo CRM with Evernote Business also increases productivity for employees and improves efficiency within businesses. By integrating these two programs together, employees are able to complete tasks more quickly and accurately because they do not need to switch between two different tops in order to access information or complete necessary tasks. The employees can also communicate with each other more efficiently and effectively because they have access to each others' information within the platform.

Odoo CRM and Evernote Business are both effective business tops that help increase productivity and efficiency for businesses. By integrating Evernote Business with Odoo CRM, users will be able to store all of their information in one place and access it from any device they choose. They can also easily cplaborate with other users on projects. Integrating these two programs together allows users to manage their customer interactions effectively, communicate with clients effectively, and manage important projects easily.

The process to integrate Odoo CRM and Evernote Business 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.