Can I limit this to specific Pipedrive stages?

Indeed. You can set the automation to only update deals at specific stages.

Can this differentiate between different types of meeting notes?

Yes, you can specify types or tags of meeting notes that should be linked.

Who benefits from this automation and how?

Sales teams and account executives who frequently take meeting notes in Evernote and need them attached to specific deals in Pipedrive for seamless referencing and tracking.

Evernote + Pipedrive

Add Meeting Notes to Pipedrive Deals from Evernote

Streamline your sales process by automatically linking your meeting notes from Evernote to the relevant deals in Pipedrive. This is perfect for sales teams who use Evernote to take notes during meetings and need them attached to their Pipedrive deals for context and tracking.

New Meeting Notes Created

Triggers when new meeting notes are added in Evernote

Update Deal

Adds the meeting notes to the relevant deal in Pipedrive

See more Evernote to Pipedrive integrations or use AI to customize your automation.

or pick a common variation below

Create Pipedrive Deals from New Evernote Notes

Evernote + Pipedrive

Attach Evernote Notes to Pipedrive Activities

Evernote + Pipedrive

Attach Evernote Meeting Notes to Pipedrive Contacts

Evernote + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add meeting notes to Pipedrive deals from Evernote"

Add meeting notes to Pipedrive deals from Evernote

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Evernote + Pipedrive.

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

Create Deal

Creates a new deal in Pipedrive

Update Deal

Updates an existing deal in Pipedrive

Delete Deal

Deletes a deal in Pipedrive

Add Follower to Deal

Adds a follower to a deal in Pipedrive

Remove Follower from Deal

Removes a follower from a deal in Pipedrive

Create Lead

Creates a new lead in Pipedrive

Update Lead

Updates an existing lead in Pipedrive

Delete Lead

Deletes a lead in Pipedrive

Create Note

Creates a new note in Pipedrive

App details

Evernote

Evernote is a note-taking and task management application designed for organizing, planning, and collaborating. Capture ideas, create to-do lists, and sync notes across devices to streamline your workflow.