Title: Integration of Evernote with Salesforce
1Kloud Connectors
How Evernote and Salesforce Connector
(EvernoteTSF) Works?
https//www.kloudconnectors.com/evernote-to-salesf
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2Contents
- Why use EvernoteTSF
- How to Set Up EvernoteTSF Connector
https//www.kloudconnectors.com/evernote-to-salesf
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3Introduction
-
- 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-salesf
orce-connector
4How to Set Up EvernoteTSF Connector
Step 1Connect your Evernote and Salesforce
CRM Step 2Choose Sync Options Step 3Choose
Sync Timings
https//www.kloudconnectors.com/evernote-to-salesf
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5How to Set Up EvernoteTSF Connector
Step 1Connect your Evernote and
Salesforce CRM
https//www.kloudconnectors.com/evernote-to-salesf
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6How to Set Up EvernoteTSF Connector
Step 1Connect your Evernote and Salesforce CRM
https//www.kloudconnectors.com/evernote-to-salesf
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7How to Set Up ZTQBOnline Connector
Steps to Authorize Kloudconnectors to access your
Evernote Account
1
2
3
https//www.kloudconnectors.com/evernote-to-salesf
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8How to Set Up EvernoteTSF Connector
After Authorization enter the Salesforce Username
, Password and Security Token and click Connect
https//www.kloudconnectors.com/evernote-to-salesf
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9How to Set Up EvernoteTSF Connector
Step 2Choose Sync
Options
https//www.kloudconnectors.com/evernote-to-salesf
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10How to Set Up EvernoteTSF Connector
Step 2Choose 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-salesf
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11How to Set Up EvernoteTSF Connector
Step 3Choose Sync
Timings
https//www.kloudconnectors.com/evernote-to-salesf
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12How to Set Up EvernoteTSF Connector
Choose Sync Timings
https//www.kloudconnectors.com/evernote-to-salesf
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13How to Set Up EvernoteTSF Connector
Sample Notes in Evernote NoteBook.
https//www.kloudconnectors.com/evernote-to-salesf
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14How to Set Up EvernoteTSF Connector
The notes Synced in Salesforce Lead is as
follows
https//www.kloudconnectors.com/evernote-to-salesf
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15How to Set Up EvernoteTSF Connector
You check the Details of your Sync in Sync
Details
https//www.kloudconnectors.com/evernote-to-salesf
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16How to Set Up EvernoteTSF Connector
You check the Errors related to Sync in Sync
Errors as shown below
https//www.kloudconnectors.com/evernote-to-salesf
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17How to Set Up EvernoteTSF Connector
You check the Timings for when did your Sync
happened in Sync Timings
https//www.kloudconnectors.com/evernote-to-salesf
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18How to Set Up EvernoteTSF Connector
For more Detailed Instructions you can refer the
User Guide as shown below
https//www.kloudconnectors.com/evernote-to-salesf
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19How to Set Up EvernoteTSF Connector
https//www.kloudconnectors.com/evernote-to-salesf
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20Help Desk
US 1-917-720-3661 UK 44-08447048669 IN
91-20-25393381 SG 6591657845 Support support_at_
kloudconnectors.com Facebook https//www.facebo
ok.com/KloudConnectors Twitter https//twitter.co
m/kloudconnectors Blog http//blogs.kloudconnecto
rs.com
https//www.kloudconnectors.com/evernote-to-salesf
orce-connector