Automatically adds a contact record note in Zoho CRM by attaching the note you created in Evernote, when you use your contact's Email address as the note title
1 - To reduce note clutter, create a new 'client meetings' notebook in Evernote
2 - Click the 'Get Started' button for this integration
3 - Authorize your Zoho CRM and Evernote accounts
4 - Select your 'client meetings' notebook in the configuration
5 - Create a new note in your 'client meetings' notebook in Evernote, with your client Email as the note title
6 - Wait for the integration to be executed
7 - Look for your client in Zoho CRM: the note has been added
As a salesperson using Evernote on-the-go, you can send meeting notes automatically to the corresponding contact in Zoho CRM
Evernote is a simple note taking application that makes it easy to capture and remember ideas, images, contacts, and anything else you like.
Online CRM software for managing your sales, marketing, customer support, and inventory in a single system.
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