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.

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

Integrate Evernote with 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

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

Evernote

Integrate Evernote with OnePageCRM

Assign an Evernote note to a contact in OnePageCRM

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