How can I trigger this only for certain deals?

You can set parameters such as deal size or type to trigger the creation of summary notes in Evernote.

Can I customize the summary content?

Yes, you can define specific details and templates for the summary in Evernote.

Who benefits from this automation and how?

Sales teams and managers benefit by having detailed records of won deals automatically documented in Evernote for easy reference and training purposes.

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Evernote + Pipedrive

Create Evernote Notes for Won Pipedrive Deals

Whenever a deal is won in Pipedrive, create a summary note in Evernote that details the client's journey. Ideal for ensuring that successful deal notes are easily accessible for future reference or training.

Deal Won

Triggers when a deal is won in Pipedrive.

Create Summary Note

Creates a summary note in Evernote with client details.

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

or pick a common variation below

Attach Evernote Notes to Pipedrive Activities

Evernote + Pipedrive

Update Evernote Notes with Closed Pipedrive Deals

Evernote + Pipedrive

Create Evernote Summaries from Pipedrive Deal Stages

Evernote + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Evernote notes for won Pipedrive deals"

Create Evernote notes for won Pipedrive deals

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.

New Note Created

Triggers when a new note is created in Evernote

Note Updated

Triggers when an existing note is updated in Evernote

New Notebook Created

Triggers when a new notebook is created in Evernote

New Tag Created

Triggers when a new tag is created in Evernote

Note Moved to Notebook

Triggers when a note is moved to a different notebook in Evernote

Create Note

Creates a new note in Evernote

Update Note

Updates an existing note in Evernote

Delete Note

Deletes a note from Evernote

Create Notebook

Creates a new notebook in Evernote

Update Notebook

Updates an existing notebook in Evernote

Delete Notebook

Deletes a notebook from Evernote

Create Tag

Creates a new tag in Evernote

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.