bernardfrancois

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About bernardfrancois

  1. I'm looking for a solution to export or move Evernote notes to Salesforce tasks. I didn't find anything that seems to match it, or that seems to guarantee that it will work. This is what I found so far: Evernote offers a solution through Evernote Business for Salesforce which integrates Evernote into Salesforce and links notes to Salesforce leads and contacts. However, I just want to take notes in Evernote and then have them added to my Salesforce leads and contacts as 'tasks', so they show up in the activity history. See https://help.evernote.com/hc/en-us/articles/208314408 Zapier seems to do something similar, but it does it totally automatic without any user input. See https://www.youtube.com/watch?v=4oa26or0s9U CloudHQ seems to have a solution, though they're not being specific enough, and it seems that I can only learn if it delivers what I need by actually trying it out and connecting it to my Salesforce account, which seems like a risk. See https://www.cloudhq.net/synchronize/salesforce/evernote Nothing very satisfactory. This is what my ideal solution / workflow would look like: I take notes in Evernote I press a 'move to Salesforce task' button when I'm done. This asks me to which lead or contact in Salesforce to add the task. If there is no existing lead or contact to attach it to, I'd like to create a new lead or contact. The note is now moved to Salesforce and removed from Evernote (or moved to a different notebook) Anyone any idea? Recommendations to change the workflow are okay. I just don't want my Salesforce to depend on Evernote in case I'd ever change to a different solution. I just want to use Evernote because it's convenient to take notes. I don't want my CRM to depend on it...