Evernote CRM Integration With Nutshell

Integrating Evernote with Nutshell CRM

When you integrate Nutshell and Evernote, you can centralize and streamline your team’s note-taking, saving you time and increasing productivity.

With Nutshell CRM as your all-in-one solution for contact management, sales automation, and pipeline management, Evernote’s powerful note-taking capabilities become even more valuable.

Nutshell CRM simplifies the sales process by eliminating manual data entry and streamlining all your customer communication into one centralized platform. Evernote is a popular note-taking app, widely used by professionals and teams across industries for its extensive range of features and functionalities.

Evernote CRM Integration Benefits:

• Save time: No more switching back and forth between Nutshell and Evernote. Our integration saves you time and effort by enabling you to create Evernote notes directly from Nutshell.
• Simplify note-taking: Our integration simplifies the note-taking process by allowing you to create notes automatically and ditch siloed notes, simplifying your workflow.
• Collaborate more effectively: With automatically created, detailed Evernote notes, your team will be able to access all the necessary information seamlessly, ensuring everyone is on the same page.

What it does:

With the integration installed, you can automatically create notes in Evernote based on activity in Nutshell. You can also trigger actions in Nutshell, such as creating or updating leads, based on notes in Evernote.

Requirements:

To use this integration, you will need an Evernote account and a Nutshell account.

How to get started

You can set up this integration using Zapier or contact our team for assistance with setting up an integration.