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


No credit card required.
No download or installation.

How it works

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

It triggers…

  When a note is created in Evernote

It doesn't trigger…

  When a note is updated in Evernote
  For existing Evernote notes

Usage examples

As a salesperson using Evernote on-the-go, you can send meeting notes automatically to the corresponding contact in Zoho CRM


Video demonstration


Related integrations

  

Send Zoho CRM leads to Evernote   More info

Automatically creates a note in Evernote each time there is a new lead in Zoho CRM

  

Send Zoho CRM accounts to Evernote   More info

Automatically creates a note in Evernote each time there is a new account in Zoho CRM

  

Send Zoho CRM contacts to Evernote   More info

Automatically creates a note in Evernote each time there is a new contact in Zoho CRM


About Evernote    More info

Evernote is a simple note taking application that makes it easy to capture and remember ideas, images, contacts, and anything else you like.


About Zoho CRM    More info

Online CRM software for managing your sales, marketing, customer support, and inventory in a single system.


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Gone are the days of copying and pasting between business apps.

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No download or installation.