Can this exclude tasks from certain notebooks?

Absolutely. You can exclude tasks from specified notebooks during setup.

Can I specify which tasks affect the deals?

Yes, you can define criteria for tasks that should trigger deal updates, like specific tags or notebooks.

Who benefits from this automation and how?

Sales reps and managers who need to ensure their pipeline in Pipedrive is always up-to-date with task completions from Evernote will find this automation beneficial.

Evernote + Pipedrive

Update Pipedrive Deals with Task Completion from Evernote

Keep your sales pipeline in sync by updating Pipedrive deals whenever tasks are completed in Evernote. Ideal for ensuring that your completed task follow-ups are reflected in your sales process without manual intervention.

Task Marked Complete

Triggers when a task is marked complete in Evernote

Update Deal

Updates the relevant deal in Pipedrive to reflect task completion

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

or pick a common variation below

Update Pipedrive Activities with Client Meetings from Evernote

Evernote + Pipedrive

Create Pipedrive Deals from Tagged Evernote Notes

Evernote + Pipedrive

Create Pipedrive Deals from New Evernote Notes

Evernote + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update Pipedrive deals with task completion from Evernote"

Update Pipedrive deals with task completion 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.