My Hours + PipelineCRM Integration

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PipelineCRM + My Hours Integration

Create My Hours project from new PipelineDeals company

If you're using My Hours 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 My Hours. This will help keep your time tracking organized and easy to access.
PipelineCRM + My Hours Integration

Create My Hours 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 My Hours 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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My Hours + PipelineCRM Integration
1.
  • 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.
  • My Hours
    Create tag in My Hours
  • My Hours
    Add team member in My Hours
  • My Hours
    Create time log in My Hours
  • My Hours
    Add task to project in My Hours
  • My Hours
    Create project in My Hours
  • My Hours
    Create client in My Hours
  • 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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