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Salesmate.io + Evernote Business Integrations

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

About Salesmate.io

SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.

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 Salesmate.io and Evernote Business Integrations

  • Salesmate.io Google Contacts

    Salesmate.io + Google Contacts

    Add new Salesmate contacts to your Google Contacts account Read More...
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    Google Contacts Create or Update Contacts
    Spending too much time transferring contacts from one app to the next? Once you set up this integration, Appy Pie Connect will create a Google Contact automatically for every new Salesmate contact, making sure your lists stay up-to-date.
    How This Salesmate-Google Contacts Integration Works
    • A new contact is added to Salesmate
    • Appy Pie Connect creates a new contact to Google Contacts.
    What You Need
    • Salesmate account
    • Google Contacts account
  • Salesmate.io MailChimp

    Salesmate.io + MailChimp

    Add Salesmate contacts to Mailchimp as new subscribers Read More...
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Instead of manually importing mailing lists over and over, Appy Pie Connect can do it for you! Once enabled, this integration will automatically subscribe new Salesmate contacts to a list on Mailchimp so you can be sure they'll get your next update.
    How This Salesmate-Mailchimp Integration Works
    • A new contact is added to Salesmate
    • Appy Pie Connect adds a new subscriber to Mailchimp.
    What You Need
    • Salesmate account
    • Mailchimp account
  • Salesmate.io Trello

    Evernote Business + Trello

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

    Evernote Business + Slack

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

    Office 365 + Evernote Business

    Create Evernote Business notes for Office 365 emails Read More...
    When this happens...
    Salesmate.io 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
  • Salesmate.io Evernote Business

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

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

It's easy to connect Salesmate.io + Evernote Business without coding knowledge. Start creating your own business flow.

    Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

  • New Note

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

  • New Notebook

    New Notebook

    Actions
  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

  • Create Note

    Create Note

How Salesmate.io & Evernote Business Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Salesmate.io 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 Salesmate.io and Evernote Business

Evernote Business is a cloud-based business management platform that helps organizations capture, access, and organize the information they use every day. Evernote Business offers a wide array of features that can be used by different types of business including sales, IT, marketing, HR, and finance. Evernote Business allows businesses to cplaborate in real time and with easy access to their shared notes and notebooks.

Salesmate.io is a Sales CRM spution which is designed to help businesses to stay on top of their leads and opportunities. It is a fully integrated top which instantly connects your leads, deals, contacts, tasks, emails, calendar events and other data into one place. Salesmate.io is available as a single-user version or as a multi-user enterprise spution.

Integration of Salesmate.io and Evernote Business can be done through the fplowing steps:

  • To begin with, you will need to create an account on Salesmate.io by heading over to www.salesmate.io. Once you have signed up for an account, you will be prompted to select your plan type. You can choose between SaaS or self-hosted options. If you are unsure about what you are looking for, Salesmate.io offers a 14-day free trial option. There are no contracts or commitment required for using this free trial version.
  • Once you have decided on the paid plan that suits you the best, you will need to head over to www.evernote.com/business/signup if you are interested in integrating Salesmate.io with Evernote Business. Once you have signed up for Evernote Business, Salesmate.io will automatically integrate with it within two minutes.
  • From here, you will need to head over to Salesmate's ''Settings'' section where you will need to log into your Evernote account using your username and password associated with it. After doing so, you will be able to configure your Salesmate profile by adding your company name, address details and other important information. You will also need to verify the email address associated with your Evernote account so that Salesmate can successfully link your accounts together.
  • Once this process is completed, Salesmate will show all your contacts from Evernote Business who are also linked with your company's LinkedIn account. This listing can be edited directly from Salesmate's interface so that only the relevant contacts are assigned to your account. Salesmate will then allow you to establish relationships with these contacts by adding them to your network or team boards (if you are part of a team.
  • After this step, you will be able to view all of your Evernote notebooks right from within Salesmate's interface by heading over to ''Notebooks''. Here, you will be able to view all the information stored in your Evernote notebooks at any given point in time. You can also tag specific notes for further reference which ensures that nothing falls through the cracks when managing multiple clients and projects at once.

Integration of Salesmate.io and Evernote Business is a great way to streamline your business workflows and eliminate unnecessary email clutter from daily operations. If you would like more information about how integration of these two sputions can benefit your business or if you would like a free trial of Salesmate.io's single-user version, please contact us at [email protected] or call us at +1-888-856-7956!

The process to integrate Salesmate.io 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.