Is it possible to exclude certain activities?

Indeed. You can specify types of activities to exclude, like internal meetings.

Can I choose which notes to attach?

Yes, you can specify criteria for selecting notes, such as keywords or tags.

Who benefits from this automation and how?

Sales professionals and account managers who need to attach detailed notes from Evernote to their different tasks, calls, or meetings in Pipedrive will find this helpful.

Evernote + Pipedrive

Attach Evernote Notes to Pipedrive Activities

Ensure your activities in Pipedrive are always detailed by attaching notes from Evernote. Great for sales professionals who want to keep detailed notes linked with their tasks, calls, or meetings.

New Activity Created

Triggers when a new activity is created in Pipedrive

Attach Note

Attaches a specified Evernote note to the Pipedrive activity

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

or pick a common variation below

Attach Evernote Meeting Notes to Pipedrive Contacts

Evernote + Pipedrive

Add Meeting Notes to Pipedrive Deals from Evernote

Evernote + Pipedrive

Create Detailed Evernote Notes from New Pipedrive Activities

Evernote + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Attach Evernote notes to Pipedrive activities"

Attach Evernote notes to Pipedrive activities

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.