Evernote + Zoho CRM
Create Zoho CRM Tasks from Evernote Meeting Notes
Manage your follow-up actions by logging all client meeting notes from Evernote into Zoho CRM as tasks. This helps in ensuring you stay on top of client interactions and follow-ups.
New Meeting Note
Triggers when a client meeting note is created in Evernote.
Add Meeting Task
Creates a new task in Zoho CRM with the meeting note details.
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How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Create Zoho CRM tasks from Evernote meeting notes"
Create Zoho CRM tasks from Evernote meeting notes
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.
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+ 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 + Zoho CRM.
Create Zoho CRM Task
Creates a new task in Zoho CRM
Update Zoho CRM Task
Updates an existing task in Zoho CRM
Get Zoho CRM Task
Retrieves details of a specific task from Zoho CRM
Create Zoho CRM Deal
Creates a new deal in Zoho CRM
Update Zoho CRM Deal
Updates an existing deal in Zoho CRM
Get Zoho CRM Deal
Retrieves details of a specific deal from Zoho CRM
Create Zoho CRM Contact
Creates a new contact in Zoho CRM
Update Zoho CRM Contact
Updates an existing contact in Zoho CRM
Get Zoho CRM Contact
Retrieves details of a specific contact from Zoho CRM
Create Zoho CRM Account
Creates a new account in Zoho CRM
Update Zoho CRM Account
Updates an existing account in Zoho CRM
Get Zoho CRM Account
Retrieves details of a specific account from Zoho CRM
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.
Zoho CRM
Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.
Related apps
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