Agile CRM Beta

Evernote Beta


Integrate Agile CRM with Evernote
when a deal reaches a specific milestone you choose in agile crm , adds existing tags to a note in Evernote.




What is Agile CRM?

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation

What is Evernote?

Let Evernote change the way you organize your personal and professional projects. Evernote is the only organizer and planner notebook app you need in your life: take notes, create to-do lists, add images, scan documents with your camera, take handwritten notes, make sketches and more



How to set the workflow up

  • Select Agile CRM as your trigger app and select an event
  • Select Evernote as your action app and select an event
  • Map the fields from Agile CRM to Evernote by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

When a Deal reaches a specific milestone you choose in Agile CRM , adds existing tags to a note in Evernote.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , creates a new note in a notebook for Evernote.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , appends content to an existing note by title inside Evernote (it will be created first if it doesn't exist).

Coming soon