Evernote + Salesforce Integration
Search quickly, provide transparency effortlessly, and boost productivity with the Evernote Business for Salesforce integration.
Evernote Business + Salesforce integration is the one place for all the information your team needs to succeed. Connect various types of data, add meeting notes, scan business cards, and centralize sales collateral without leaving Salesforce. Access it all from the office or on the road. Keep stakeholders in the loop with one place for updates, even if they don’t have Salesforce.
Never look unprepared again. All your organization's tribal knowledge centralized and accessible for leads, contacts, accounts and opportunities.
Connect people, teams, and content beyond what is stored in a salesforce record. Notes are automatically synced and searchable in both Evernote and Salesforce.
Don’t worry about how you take notes - whiteboard, notebooks, stickies, or even a napkin, Evernote stores them all and links them to any Salesforce records.
Learn how to get the most out of this integration by chatting with our experienced sales team.