Evernote

Evernote and Evernote Business are online organizational tools designed for note-taking. Connect OnePageCRM with your Evernote account and allow OnePageCRM to view and save notes from your notebooks, notes, and tags. All saved notes are stored in the Notes & Calls section of the contact's timeline in OnePageCRM.

Please note:

You need an Evernote account to connect it to OnePageCRM.
Each User in the CRM needs to connect this integration in order to use it.

In this article:
Connect Evernote with OnePageCRM
Assign an Evernote note to a contact in OnePageCRM

Connect Evernote to OnePageCRM

Go to your User/Profile icon (in the top right-hand corner) → Select Apps and Integrations → Under Utilities select Evernote → click Connect to Evernote.

Apps and Integration page l Evernote

You will be redirected to the Evernote login page → sign in to Evernote to authorize the integration → click Continue.

Evernote l login page

Once signed in to your Evernote account → click Authorize to allow OnePageCRM to view your notebooks, notes and tags.

Evernote l Authorize OnePageCRM integration

Note:

You can choose for how long you want to grant Evernote access (1 day, 1 week, 30 days, 1 year).
Once successfully connected, you will receive a confirmation email from Evernote.

Assign an Evernote note to a contact in OnePageCRM

Open a contact → Click on the dropdown arrow next to + Note and select Evernote.

Contact page l select the dropdown arrow to the right of the +Note button.

In the Evernote pop-up click on a single note or multiple notes and click Save.

You can add notes in 2 ways:

Enter a keyword in the search field to find specific notes.
Click on a specific Evernote Notebooks or Tags to filter your notes.

Evernote pop-up window l select a note and click Save

To view the note scroll down on the Contact page to the Timeline → Notes tab.

To view the full note click on View in Evernote.

Contact page l Timeline l Notes tab

Notes: You cannot save notes in OnePageCRM from notes that have been shared with you in Evernote Business.

Evernote

Connect Evernote to OnePageCRM

Assign an Evernote note to a contact in OnePageCRM

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