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Integrate Evernote With Nutshell

When you integrate Nutshell and Evernote, you can centralize and streamline your team’s note-taking, saving you time and increasing productivity.

With Nutshell CRM as your all-in-one solution for contact management, sales automation, and pipeline management, Evernote’s powerful note-taking capabilities become even more valuable.

Nutshell CRM simplifies the sales process by eliminating manual data entry and streamlining all your customer communication into one centralized platform. Evernote is a popular note-taking app, widely used by professionals and teams across industries for its extensive range of features and functionalities.

Evernote CRM Integration Benefits:

    • Save time: No more switching back and forth between Nutshell and Evernote. Our integration saves you time and effort by enabling you to create Evernote notes directly from Nutshell.

    • Simplify note-taking: Our integration simplifies the note-taking process by allowing you to create notes automatically and ditch siloed notes, simplifying your workflow.

    • Collaborate more effectively: With automatically created, detailed Evernote notes, your team will be able to access all the necessary information seamlessly, ensuring everyone is on the same page.

Requirements:

To use this integration, you will need an Evernote account and a Nutshell account.

How to get started

This integration is powered by Zapier – set it up with your Zapier account.

There may be solutions for alternative applications available through our AppConnect Marketplace. Feel free to contact our team with any questions.

Frequently asked questions

  • Do I need a specific Nutshell plan to use the Evernote integration?

    No, all Nutshell users can access this integration regardless of their plan. Whether you’re on our Starter, Pro, Business, or Enterprise plan, the Evernote integration is available to you—no extra costs or restrictions. Start using it immediately with your Zapier account.

  • How does the Evernote integration work with Nutshell?

    This integration works through Zapier, which acts as a bridge between Nutshell and Evernote. You connect your Nutshell and Evernote accounts through Zapier to automate workflows—like creating Evernote notes directly from Nutshell without switching between apps. No coding required.

  • What data syncs between Nutshell and Evernote?

    The data you sync depends on how you configure your Zapier workflow. Typically, note content, titles, tags, and notebook information transfer. You have full control over which data moves between apps—choose exactly what syncs based on your workflow needs.

  • Does Nutshell have its own built-in note-taking feature?

    Yes! Nutshell includes a built-in voice-to-text Notetaker powered by AI. Transcribe meeting notes and conversations automatically. All plans have limited access; unlimited transcriptions come with our Business and Enterprise plans. Consider this before adding Evernote if note-taking is your main need.

  • Where can I find other apps that integrate with Nutshell?

    Browse our App Marketplace for 50+ pre-built integrations at our app connect page. You can also connect thousands more apps through Zapier. Visit Settings > Data > Integrations in your Nutshell account to explore everything available to your team.