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bernardfrancois

Export/sync Evernote to Salesforce Tasks

Idea

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...

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