This feature is free for everyone!
Configure integration
In the settings page of Simple Mobile CRM, you can easily configure relevant integrations. With simple steps, you can connect Zapier and set up rules and triggers to synchronize notes with other applications. You can define when to trigger the synchronization, choose the target applications to sync with, and specify the data to be passed. This integration setup is user-friendly, allowing you to customize and manage integration workflows effortlessly. Whether you want to sync notes to Todoist, Evernote, Trello, or Google Sheets, you can set it up according to your needs, ensuring accurate data synchronization and efficient management.
Simple Mobile CRM & Evernote
By integrating Simple Mobile CRM with Zapier, you can automatically sync notes to Evernote.
1. Login account at Simple Mobile CRM
2. Login account at Evernote
3. You need to choose a notebook. The content fields have already been pre-filled, and if no changes are required, you can submit it as is.
Simple Mobile CRM & Todoist
By integrating Simple Mobile CRM with Todoist, you can automatically convert notes into tasks and create corresponding tasks in Todoist.
You need to choose a project. The content fields have already been pre-filled, and if no changes are required, you can submit it as is.
Simple Mobile CRM & Google Sheets
By integrating Simple Mobile CRM with Zapier, you can automatically import notes into a specified worksheet in Google Sheets.
First, create a sheet in Google Spreadsheet and fill in the table headings you want to use. For example, project name, note, email subject, note time, and email time.
Here is a step-by-step guide for your reference.
Simple Mobile CRM & Trello
By integrating Simple Mobile CRM with Zapier, you can automatically convert notes into Trello cards and place them in the appropriate Trello boards.
You need to choose a board and list. The content fields have already been pre-filled, and if no changes are required, you can submit it as is.