If you're not familiar, Evernote is a handy application that is used by millions of people to record notes, photos, voice memos, and other important information about clients and projects. Many of our customers have asked for the ability to connect Evernote items to Insightly records, and we have introduced a simple, elegant solution that fits right into your existing Insightly workflow.
How does it work? Just select the Notes tab and then click Add New Evernote to find and link your Evernotes to Insightly. You can link your Evernote items directly to a contact, organization, opportunity, or project -- learn more here.
|Simply add an Evernote from the Notes tab|
|All of your Insightly notes and your Evernotes are saved on the Notes tab|
Insightly's Evernote integration is available to customers on all plan levels. If you already have an Evernote account, check it out and let us know what you think! If you don't have an Evernote account, click here to get one.