PerfexCRM + Harvest Integration

Connect PerfexCRM to Harvest in 1 click

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Popular PerfexCRM + Harvest Workflows

Create PerfexCRM customer from new Harvest project

If you're using the time tracking app Harvest to manage your project, you'll want to create a customer in PerfexCRM to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a customer in PerfexCRM whenever you create a project in Harvest.

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Create Custom Workflow

Expense is added in Harvest
Invoice is paid in Harvest
Timesheet entry is created in Harvest
Task is added in Harvest
Project is added in Harvest
Person is assigned to project in Harvest
Invoice (with line items) is added in Harvest
Invoice is added in Harvest
Client is added in Harvest
Contact is added in Harvest
Person is added in Harvest

Create lead in PerfexCRM
Search lead in PerfexCRM
Create customer in PerfexCRM
Create ticket in PerfexCRM
Search customer in PerfexCRM
Update customer in PerfexCRM
Create task in PerfexCRM
Create contact in PerfexCRM
Create invoice in PerfexCRM
Search invoice in PerfexCRM
Update task in PerfexCRM
Search task in PerfexCRM
Create project in PerfexCRM
Search project in PerfexCRM
Add staff in PerfexCRM
Search ticket in PerfexCRM
Find task by ID in Harvest
Find project by ID in Harvest
Find client by ID in Harvest
Create time entry with start and end time in Harvest
Create project in Harvest
Create timesheet entry in Harvest
Create task in Harvest
Create client in Harvest
Create and start timer in Harvest
Create contact in Harvest

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You Can Also Connect PerfexCRM or Harvest With 1200+ Other Apps

PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.

See PerfexCRM Integrations

Harvest is online timesheet software for small businesses and freelancers. Easily track your billable hours, generate detailed invoices, and analyze your time data to make more profitable decisions.

See Harvest Integrations