Connect Everhour and Pipedrive CRM integrations

This template creates a new project and a new client in Everhour from won Pipedrive deals.

Optimize your Pipedrive CRM lead engagement using ChatGPT to craft personalized introduction messages, while organizing and reviewing them on Google Sheets.

When there are deals meeting specified criteria, a multiple documentation (e.g. contract) is created from corresponding templates. These documents are exported to PDF and then sent as attachment in an e-mail. The parameters of the deal are then updated, so the deal does not appear in the list of deals for which the documentation should be created.

Every time a new activity is created in Pipedrive, Make will automatically send a message in Slack.

Every time a new Facebook Lead Ads form is submitted, Make will automatically create a Pipedrive CRM person and a deal.

Use this template to automatically add your Facebook Lead Ads leads to Pipedrive by creating a Pipedrive person and a deal. You can watch multiple forms within your Facebook page.

This template periodically extracts time entries from Everhour and sends them as a table via Gmail with these columns:

1. created at
2. task name
3. project name
4. client name
5. cost

The scenario is scheduled to run every Monday at 8 am. You can change the scheduling after you are done setting up this template. If you change the frequency, you will also need to change lookback windows in the first module. The current template is configured to send the time entries for the last 7 days.