Tuesday, 3 September 2013

Love Insightly? Love Evernote? Now you can love them together!


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.


2 comments:

  1. I do love these programs. But they are a tiny bit broken. Text notes from Evernote can be pulled into Insightly, but not images. Thats the primary reason I wanted to use the two together. :(

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