

PerfexCRM + Everhour Integration
Integrate Everhour to PerfexCRM in one click, or tell Integrately AI how you want each project handled. Track time and expenses, create projects and tasks, update customer records, and keep your business data aligned automatically.
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Ready Workflows for PerfexCRM + Everhour Integration
Create projects, log tasks, update customer records, track employee expenses, and manage client communications, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Everhour + PerfexCRM flow
Streamline client invoicing, team communication, and document storage after your core project data syncs. Pick a combination and activate it in one click.


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Asana (4)
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Slack (4)
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QuickBooks Online (4)
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Google Drive (4)
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Stripe (4)
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Google Calendar (4)
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Create a PerfexCRM task for every new Everhour task, and create a matching task in Asana.
New Everhour tasks appear in PerfexCRM and Asana instantly so your team stays aligned across platforms.
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When an Everhour timer stops, update the PerfexCRM task and create a review task in Asana.
Completed timer sessions trigger task updates in PerfexCRM and notify your task manager in Asana.
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When a new client is added in Everhour, create a customer in PerfexCRM and a setup task in Asana.
New clients in Everhour automatically generate customer records in PerfexCRM and onboarding tasks in Asana.
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Use Claude to summarise Everhour task notes, update PerfexCRM, and create an Asana summary task.
AI cleans up your Everhour time notes before updating PerfexCRM records and filing a brief in Asana.
Supported triggers and actions for PerfexCRM and Everhour
Mix and match to build the exact automation you need

PerfexCRM Triggers & Actions

Everhour Triggers & Actions
Instant
New client in Everhour
Triggers the automation when a new client is added to the system
Try it → What can you automate with Everhour + PerfexCRM?
Streamline your project management and client billing workflows by connecting Everhour and PerfexCRM for instant, error-free data synchronization.
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Sync Everhour projects to PerfexCRM instantly
Create a PerfexCRM project automatically whenever a new project is created in Everhour. Your CRM records stay fully aligned with your time tracking software without manual copying.
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Capture every submitted task detail
Map all available Everhour task descriptions, notes, and time totals directly into PerfexCRM fields. Your CRM database becomes a comprehensive source for project review and billing.
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Alert your team the moment work starts
Trigger instant notifications when timers start or stop in Everhour so your team knows project status immediately. Keep stakeholders informed without manual status checks.
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Route records based on submitted field values
Apply conditional rules to route Everhour tasks and timers to specific PerfexCRM projects or billing queues based on project categories and client tiers.
⏱️
Keep PerfexCRM updated as time changes
Automatically update PerfexCRM task records whenever team members log hours or update time entries in Everhour. Your project budgets and time totals remain accurate in real time.
🔍
Search and update instead of creating duplicates
Search for existing customers and tasks in PerfexCRM before adding new records from Everhour. Maintain a clean database free of duplicate client profiles and redundant entries.
💰
Handle later status changes and billing updates
Automatically update PerfexCRM invoices and customer statuses when Everhour timers finish or projects close. Manage the entire project lifecycle from tracking to billing effortlessly.
💬
Extend your workflow to team communication apps
Connect your Everhour and PerfexCRM flow to Slack so project updates and milestone alerts post automatically to your team channels the moment work is logged.
And much more...
Who is Everhour + PerfexCRM integration for?
Project managers, agency owners, and finance leads streamline time tracking, client billing, and project management across Everhour and PerfexCRM without manual data entry.
Operations analysts
Agency project leads
Client account directors
Freelance studio directors
Finance specialists
Time tracking coordinators
📈
Operations analysts
You're reviewing time tracking reports in Everhour but your PerfexCRM dashboards only update when someone manually exports records, so the project profitability numbers you're analysing against are always a few hours behind — with this integration, every project update lands in the CRM instantly and your data stays current.
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Agency project leads
You need to act fast when new client requests arrive in Everhour, but you find out too late because project records take hours to reach PerfexCRM — automating both apps means every new task and project triggers immediate CRM updates so your response times are lightning fast.
🤝
Client account directors
You answer to external clients who want to see daily task progress, but compiling manual status reports from Everhour takes up half your morning — this integration means every completed timer and logged task syncs straight to PerfexCRM so your client reports are always ready to share.
🚀
Freelance studio directors
The volume of tasks and billable hours across multiple active clients is too high for anyone to keep up by hand in PerfexCRM — connecting these apps means every time entry and project milestone flows automatically without manual data entry errors.
💳
Finance specialists
You own the billing handoff and depend on project managers to record billable hours in Everhour before invoicing in PerfexCRM, leading to constant bottlenecks — automating both apps means billable time records transfer instantly so invoicing can begin without delay.
🗂️
Time tracking coordinators
You need a reliable project history in PerfexCRM but keep finding gaps where team members forgot to copy over Everhour logs — integrating these apps means every single timer stop and task update is recorded permanently without missing a single entry.

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 PerfexCRM + Everhour
Build and manage your PerfexCRM + Everhour automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect PerfexCRM + Everhour with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Select Automation
2
Connect Accounts
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Automation is ready
Connect PerfexCRM + Everhour Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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Frequently Asked Questions
How do I connect Everhour to PerfexCRM?
You can connect Everhour to PerfexCRM in 1 click using Integrately. Choose from ready-made workflows or ask Integrately AI to build custom multi-step flows connecting Everhour, PerfexCRM, and tools like Slack, QuickBooks Online, and Asana.
Can I automatically create a PerfexCRM project when a new project is added in Everhour?
Can I connect Everhour, PerfexCRM, and Slack?
What is a good Zapier alternative for Everhour and PerfexCRM?
How does Everhour handle time tracking data in this integration?
How does PerfexCRM receive updates from Everhour?
Do I need coding skills to automate Everhour and PerfexCRM?
Is the Everhour and PerfexCRM integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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