Copper Beta

Evernote Beta


Integrate Copper with Evernote
when a lead is created in copper, adds existing tags to a note in Evernote.




What is Copper?

Copper is a new kind of productivity crm that's designed to do all your busywork, so you can focus on building long-lasting business relationships

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

Some integrations

  

When a Lead is created in Copper, adds existing tags to a note in Evernote.

Coming soon

  

When a Lead is created in Copper, creates a new note in a notebook for Evernote.

Coming soon

  

When a Lead is created in Copper, appends content to an existing note by title inside Evernote (it will be created first if it doesn't exist).

Coming soon