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    • Shane D.

      Announcing 'Spaces' for Evernote Business!   02/27/2018

      Hi All, We're very excited to announce the launch of Spaces for Evernote Business! I invite you to find more details and learn more in our most recent Community Announcement! 
    • Shane D.

      Code of Conduct   03/26/2018

      Hi All, The updated version of the Code of Conduct has been implemented, and you will need to accept those terms before proceeding. If you would like to review the Code of Conduct, you can do so Here
    • Shane D.

      Update to Evernote Subscription Plans   04/12/2018

      Hi All, We've made some updates to our Evernote subscription plans. To learn more, please see the 'Update to Evernote Subscription Plans' thread in the Community Announcements forum, or you can go here.
  • 0

Export/sync Evernote to Salesforce Tasks


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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