Close + Everhour Integration

Integrate Close to Everhour in one click, or tell Integrately AI how you want each lead handled. Track project time, manage client budgets, update your sales pipeline, and forecast performance automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Close
    Opportunity status change activity is updated in Close Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change activity is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
  • Everhour
    New project in Everhour Instant
  • Everhour
    Task time updated in Everhour Instant
  • Everhour
    Timer started in Everhour Instant
  • Everhour
    Timer stopped in Everhour Instant
  • Everhour
    New client in Everhour Instant
  • Everhour
    New task in Everhour Instant
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2.
  • Close
    Search contact in Close
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close
  • Everhour
    Create task in Everhour
  • Everhour
    Update task in Everhour
  • Everhour
    Search task in Everhour
  • Everhour
    Delete task in Everhour
  • Everhour
    Create project in Everhour
  • Everhour
    Search project in Everhour
  • Everhour
    Add time in Everhour
  • Everhour
    Start timer in Everhour
  • Everhour
    Create client in Everhour
  • Everhour
    Create section in Everhour
  • Everhour
    Stop timer in Everhour
  • Everhour
    Search section in Everhour
  • Everhour
    Search member in Everhour

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Ready Workflows Ready Workflows for Close + Everhour Integration

Capture leads, create projects, track billable hours, update client records, and notify your team, all in just one click.

Most popular automationmost-popular-automations
Close + Everhour Integration

Create Everhour task for new Close task

Task is a necessary part of any business. It can be anything from making a phone call to writing a report. As your company grows, it's important to have the right tools in place to help manage your tasks.

Close and Everhour are two great tools that can help you get organized and stay on track. When you create a task in Close, this automation will automatically create a corresponding task in Everhour so you can start tracking your time immediately.

Having everything all in one place makes it easy to keep track of what you need to do and how much time you're spending on each task. Give this Close and Everhour integration a try today and see how they can help streamline your workflow!
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Close + Everhour Integration

Create Everhour task for new Close opportunity

In your work as a salesperson, you're constantly on the lookout for potential deals. Once you've identified a promising opportunity, it's important to track and manage the progress of that opportunity so you don't lose focus or let it fall through the cracks.

With this integration, you can quickly create a corresponding task in Everhour each time a opportunity is created in Close. This way you never lose track of the progress for that particular opportunity - and with automated reminders, it will be easy to get back on track if something slips through the cracks.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Everhour flow

Connect your CRM and time tracking workflow to finance, communication, and project management tools. Pick a combination and activate it in one click.

Close
Everhour
+
SalesforceSalesforce (5)
+
HubSpotHubSpot (5)
+
AsanaAsana (5)
+
Google WorkspaceGoogle Workspace (5)
+
SlackSlack (5)
+
QuickBooks OnlineQuickBooks Online (5)
C
S
E
Add every new Close lead to your Salesforce accounts, and create a project in Everhour.
New Close leads instantly generate Salesforce accounts and Everhour projects without manual data entry.
S
C
E
When a Salesforce opportunity is updated, update the matching Close lead and add time in Everhour.
Salesforce opportunity changes update your Close lead details and log time entries in Everhour automatically.
E
S
C
Create a Salesforce task when a timer stops in Everhour, and update the lead in Close.
Stopped Everhour timers generate follow-up tasks in Salesforce and update the corresponding lead in Close.
C
C
S
E
Use ChatGPT to summarise every new Close lead, update Salesforce, and create an Everhour project.
ChatGPT summarises incoming Close leads before updating Salesforce and initialising an Everhour project.
E
S
C
When a new Everhour project is created, update Salesforce and create a task in Close.
New Everhour projects trigger updates in Salesforce and log new tasks in Close for your sales reps.

Supported triggers and actions for Close and Everhour

Mix and match to build the exact automation you need

Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
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Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
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Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
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Instant
Export is created in Close
Triggers the automation when a new export occurs
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Instant
Membership is activated in Close
Triggers the automation when a membership is activated
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Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
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Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
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Instant
Lead is created in Close
Triggers the automation when a new lead is created
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Instant
Contact is created in Close
Triggers the automation when a new contact is created
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Instant
Contact is updated in Close
Triggers the automation when a contact is updated
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Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
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Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
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Instant
Email is created in Close
Triggers the automation when a new email is created
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Instant
Call record is updated in Close
Triggers the automation when call details are modified
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Instant
Call record is created in Close
Triggers the automation when a new call record is created
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Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
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Instant
SMS is created in Close
Triggers the automation when a SMS is created
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Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
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Note is created in Close
Triggers the automation when a new note is created
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Search contact in Close
Finds and retrieves contact information
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Update lead in Close
Updates the lead information
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Search lead in Close
Retrieves information for a particular lead
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Create lead in Close
Generates new leads for potential customers
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Update task in Close
Updates the task
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Create task in Close
Creates a new task
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Search task in Close
Searches for a task
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Search opportunity in Close
Searches for a opportunity
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Update opportunity in Close
Updates the opportunity
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Create opportunity in Close
Creates a new instance of the support system
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Create contact in Close
Adds a new contact to the database
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Update contact in Close
Updates contact information
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Create note in Close
Creates a new note in the particular format
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Update note in Close
Updates a note
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Search note in Close
Searches for a note
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Create email in Close
Adds a new contact to the contact list
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Search user in Close
Searches for a user
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Create SMS in Close
Creates a new sms
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Create custom activity in Close
Logs a new custom activity
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Run activity overview report in Close
Runs an activity overview report
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Delete logged call in Close
Removes a recorded phone conversation
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Create export in Close
Generates a new data export
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Run sent email report in Close
Runs a sent email report
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Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
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Search custom activity in Close
Searches for a custom activity
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Add address to lead in Close
Updates lead information with address details
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Delete email in Close
Deletes particular emails from inbox
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Merge two leads in Close
Merges two leads
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Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
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Run opportunity report in Close
Runs an opportunity report
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Create smart view in Close
Creates a new smart view
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Run status change report in Close
Runs a status change report
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Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
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Update custom activity in Close
Updates a particular custom activity with new information
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Update smart view in Close
Updates smart view
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Update email sequence subscription in Close
Updates an email sequence subscription
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Delete email address from contact in Close
Removes an email address from a contact list
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Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
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Search email sequence subscription in Close
Searches for an email sequence subscription
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Search number of Leads in Query in Close
Searches for the number of leads in a query
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Search connected account in Close
Searches for linked accounts to streamline account management
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Get activity by id in Close
Retrieves a activity details by its id
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Create call in Close
Initiates a call to the recipient
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Update call in Close
Updates call information
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Search call in Close
Searches for a call
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Everhour
Everhour Triggers & Actions
Instant
New project in Everhour
Triggers the automation when a new project is addded
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Instant
Task time updated in Everhour
Triggers the automation when a task time is updated
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Instant
Timer started in Everhour
Triggers the automation when a timer is started
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Instant
Timer stopped in Everhour
Triggers the automation when the timer is stopped
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Instant
New client in Everhour
Triggers the automation when a new client is added to the system
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Instant
New task in Everhour
Triggers the automation when a new task is added
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Create task in Everhour
Creates a new task
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Update task in Everhour
Updates the task with new information or changes
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Search task in Everhour
Searches for a task
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Delete task in Everhour
Removes a particular task
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Create project in Everhour
Creates a new project
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Search project in Everhour
Searches for a project
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Add time in Everhour
Track and add time spent on tasks
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Start timer in Everhour
Initiates a countdown or stopwatch for tracking time
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Create client in Everhour
Generates a new client profile
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Create section in Everhour
Creates a new section
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Stop timer in Everhour
Stops the timer countdown
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Search section in Everhour
Searches for a section
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Search member in Everhour
Searches for a member with
Try it →

What can you automate with Close + Everhour?

Streamline your sales pipelines, track project hours, and sync client data between Close and Everhour automatically.

What you can automate?
🔄
Sync new leads into project tracking
Automatically create a new project in Everhour the moment a prospect is created in Close. Eliminate manual handoffs and start tracking billable hours immediately.
📋
Capture every submitted custom field
Map custom activity details, contact properties, and opportunity notes from Close into Everhour project parameters instead of only basic names.
🔔
Notify your team instantly on updates
Alert project managers and sales reps the moment timer events or status changes occur across your integrated systems.
🔀
Route records based on submitted data
Trigger different project creation workflows or assign specific tasks in Everhour depending on the lead status or custom fields submitted in Close.
🔄
Keep project records continuously updated
Ensure task time updates and timer stoppages in Everhour automatically refresh corresponding lead notes and activity records in Close.
🔍
Search and update instead of duplicating
Lookup existing leads and projects before creating new entries, preventing duplicate client profiles across both platforms.
⏱️
Handle timer events and billable logs
Trigger automated CRM updates and follow-up task creation whenever timers start or stop in Everhour.
💬
Extend your workflow to Slack
Connect Close and Everhour with Slack to announce new project creations and milestone updates directly to your team channels.
And much more...

Who is Close + Everhour integration for?

Sales managers, project coordinators, and operations teams managing client pipelines and time tracking benefit from connecting Close and Everhour to keep project hours and deal records aligned.

Sales managers
Sales managers
Project coordinators
Project coordinators
Client success leads
Client success leads
Operations directors
Operations directors
Account executives
Account executives
Finance analysts
Finance analysts
📈
Sales managers
You review pipeline performance and billing reports every week, but your project hours and CRM deal records only update when someone manually exports data, so your profitability metrics are always stale — automating both apps means every lead and time entry syncs instantly and your numbers stay current.
Project coordinators
You need to kick off billable work the moment a prospect signs, but you find out about closed deals hours or days after they happen — with this integration, every new lead automatically initializes a project in Everhour so billable tracking starts right away.
🤝
Client success leads
You answer to clients who want regular progress reports on their billable hours and deliverables, but gathering records from separate sales and tracking tools takes hours — connecting these apps means your project progress and client records remain perfectly matched.
🔄
Operations directors
Your team handles high volumes of inbound leads and billable projects every day, making manual data entry between your CRM and time tracker unsustainable — automating both apps means every task and time log transfers without human error.
🎯
Account executives
You close deals in Close and depend on operations to pick up the project handoff in Everhour, but important client context gets lost in translation — integrating these apps means every deal handoff carries complete prospect history straight into project tracking.
📊
Finance analysts
You need a reliable history of billable hours against CRM revenue data, but manual record-keeping leaves persistent gaps between your sales pipeline and expense reports — this integration means your billing records and deal values stay audit-ready.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Close + Everhour

Build and manage your Close + Everhour automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Close + Everhour with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Close to Everhour?
Frequently Asked Questions
You can connect Close to Everhour in 1-click using ready workflows on Integrately, or use Integrately AI to build custom multi-step automations involving Slack, HubSpot, Asana, and 1,500+ other apps.
Can I automatically create Everhour projects when leads are created in Close?
Frequently Asked Questions
Can I connect Close, Everhour, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Everhour?
Frequently Asked Questions
How do lead updates in Close sync with Everhour time tracking?
Frequently Asked Questions
Can Everhour timer events trigger updates in Close?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Close and Everhour integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Close or Everhour With 1500+ Other Apps

Close
Popular Close Integrations
Connect Close to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
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Everhour
Popular Everhour Integrations
Sync Everhour with accounting, project management, and reporting tools to keep billable hours working across your stack.
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Everhour Integrations arrow right
No popular apps found