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Get Started FreeTriggers when a new note is created in or moved to a notebook.
New Notebook
Triggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Create Note
Create a new case
Triggers when a new note is created in or moved to a notebook.
New Notebook
Triggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Create Note
Create a new case
Choose Evernote Business as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select SugarCRM as the action app from the list.
Connect your SugarCRM account & authenticate it.
Select the data you want to send from Evernote Business to SugarCRM & your AI Agent is ready!
New Notebook
Create Case
New Note
Create Case
The Evernote for Business app brings your work to life in new ways. Annotate, organize, and share across devices to stay organized and engaged with your team.
SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.
The integration between Evernote Business and SugarCRM is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Evernote Business with SugarCRM, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Evernote Business-SugarCRM integration:
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