Evernote Salesforce CRM Integration makes syncing data between these clouds a piece of cake. This one directional EvernoteTSF Connector.
https://www.kloudconnectors.com/evernote-to-salesforce-connector
3. Introduction
EvernoteTSF connector connects your Salesforce
CRM and Evernote.
Why use EvernoteTSF?
Syncs Evernote Notes as Notes in Leads and Contacts of
Salesforce CRM.
https://www.kloudconnectors.com/evernote-to-salesforce-connector
4. How to Set Up EvernoteTSF Connector
https://www.kloudconnectors.com/evernote-to-salesforce-connector
Step 1:Connect your Evernote and Salesforce CRM
Step 2:Choose Sync Options
Step 3:Choose Sync Timings
5. How to Set Up EvernoteTSF Connector
Step 1:Connect your Evernote and Salesforce CRM
https://www.kloudconnectors.com/evernote-to-salesforce-connector
6. How to Set Up EvernoteTSF Connector
Step 1:Connect your Evernote and Salesforce CRM
https://www.kloudconnectors.com/evernote-to-salesforce-connector
7. How to Set Up ZTQBOnline Connector
Steps to Authorize Kloudconnectors to access your Evernote Account
1
2
3
https://www.kloudconnectors.com/evernote-to-salesforce-connector
8. How to Set Up EvernoteTSF Connector
After Authorization enter the Salesforce Username , Password and Security Token and click
Connect
https://www.kloudconnectors.com/evernote-to-salesforce-connector
9. How to Set Up EvernoteTSF Connector
Step 2:Choose Sync Options
https://www.kloudconnectors.com/evernote-to-salesforce-connector
10. How to Set Up EvernoteTSF Connector
Step 2:Choose Sync Options
Once you finish the Step 1 you can proceed to Step 2
You can choose the options as shown below
https://www.kloudconnectors.com/evernote-to-salesforce-connector
11. How to Set Up EvernoteTSF Connector
Step 3:Choose Sync Timings
https://www.kloudconnectors.com/evernote-to-salesforce-connector
12. How to Set Up EvernoteTSF Connector
Choose Sync Timings
https://www.kloudconnectors.com/evernote-to-salesforce-connector
13. How to Set Up EvernoteTSF Connector
Sample Notes in Evernote NoteBook.
https://www.kloudconnectors.com/evernote-to-salesforce-connector
14. How to Set Up EvernoteTSF Connector
The notes Synced in Salesforce Lead is as follows
https://www.kloudconnectors.com/evernote-to-salesforce-connector
15. How to Set Up EvernoteTSF Connector
You check the Details of your Sync in Sync Details
https://www.kloudconnectors.com/evernote-to-salesforce-connector
16. How to Set Up EvernoteTSF Connector
You check the Errors related to Sync in Sync Errors as shown below
https://www.kloudconnectors.com/evernote-to-salesforce-connector
17. How to Set Up EvernoteTSF Connector
You check the Timings for when did your Sync happened in Sync Timings
https://www.kloudconnectors.com/evernote-to-salesforce-connector
18. How to Set Up EvernoteTSF Connector
For more Detailed Instructions you can refer the User Guide as shown below
https://www.kloudconnectors.com/evernote-to-salesforce-connector
19. How to Set Up EvernoteTSF Connector
https://www.kloudconnectors.com/evernote-to-salesforce-connector
20. Help Desk
https://www.kloudconnectors.com/evernote-to-salesforce-connector
US : +1-917-720-3661
UK : +44-08447048669
IN : +91-20-25393381
SG : +6591657845
Support
support@kloudconnectors.com
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https://twitter.com/kloudconnectors
Blog
http://blogs.kloudconnectors.com