Everhour + PipelineCRM Integration

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PipelineCRM + Everhour Integration

Create Everhour project from new PipelineDeals company

If you're using Everhour to track time and work hours, it's important to create separate project for each company you're working for.

When you create a company in PipelineDeals, use this automation to create a project in Everhour. This will help keep your time tracking organized and easy to access.
PipelineCRM + Everhour Integration

Create Everhour task for new PipelineDeals deal

In your work as a salesperson, you're constantly on the lookout for potential deals. Once you've identified a promising deal, it's important to track and manage the progress of that deal 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 deal is created in PipelineDeals. This way you never lose track of the progress for that particular deal - and with automated reminders, it will be easy to get back on track if something slips through the cracks.
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Everhour + PipelineCRM Integration
1.
  • 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
  • PipelineCRM
    Person is created in PipelineCRM Instant
  • PipelineCRM
    Company is created in PipelineCRM Instant
  • PipelineCRM
    Deal is created in PipelineCRM Instant
  • PipelineCRM
    Deal status is changed in PipelineCRM Instant
  • PipelineCRM
    Deal is moved in PipelineCRM Instant
2.
  • 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
  • PipelineCRM
    Create Deal in PipelineCRM
  • PipelineCRM
    Update Deal in PipelineCRM
  • PipelineCRM
    Create Person in PipelineCRM
  • PipelineCRM
    Update Person in PipelineCRM
  • PipelineCRM
    Create Company in PipelineCRM
  • PipelineCRM
    Update Company in PipelineCRM
  • PipelineCRM
    Search company in PipelineCRM
  • PipelineCRM
    Search deal in PipelineCRM
  • PipelineCRM
    Create Task in PipelineCRM
  • PipelineCRM
    Create Activity (Note) in PipelineCRM
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