PerfexCRM + Harvest Integration

Connect PerfexCRM to Harvest in 1 click

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1.
  • Harvest
    Expense is added in Harvest
  • Harvest
    Invoice is paid in Harvest
  • Harvest
    Timesheet entry is created in Harvest
  • Harvest
    Task is added in Harvest
  • Harvest
    Project is added in Harvest
  • Harvest
    Person is assigned to project in Harvest
  • Harvest
    Invoice (with line items) is added in Harvest
  • Harvest
    Invoice is added in Harvest
  • Harvest
    Client is added in Harvest
  • Harvest
    Contact is added in Harvest
  • Harvest
    Person is added in Harvest
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2.

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Ready Workflows Ready Workflows   for PerfexCRM + Harvest Integration

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Most popular automationmost-popular-automations
Harvest + PerfexCRM Integration

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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Automations

Top 10 Most Popular PerfexCRM Automations from
Integrately Community

Just click on the workflow you want to automate

WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
Activate
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
Activate
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
Activate
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
Activate
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
Activate
WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
Activate
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
Activate
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
Activate
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
Activate
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
Activate
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
Activate
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
Activate
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
Activate
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
Activate
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
Activate
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
Activate

Top 10 Most Popular Harvest Automations from
Integrately Community

Most popularmost-popular-automations
01
Harvest logo
Notion logo
Create Notion database item for new Harvest timesheet entry
02
Harvest logo
Smartsheet logo
Create Smartsheet row for new Harvest timesheet entry
03
Harvest logo
Clockify logo
Create Clockify task for new Harvest task
04
Harvest logo
Monday.com logo
Create Monday.com item for new Harvest task
05
Harvest logo
Microsoft Excel logo
Create Microsoft Excel row for new Harvest timesheet entry
cloud
Harvest
app integration
06
Harvest logo
Google Calendar logo
Create Google Calendar event for new Harvest timesheet entry
07
Harvest logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Harvest task
08
Harvest logo
Google Sheets logo
Create Google Sheets row for new Harvest timesheet entry
09
Harvest logo
Teamwork logo
Create Teamwork task for new Harvest task
10
Harvest logo
Nifty logo
Create Nifty task for new Harvest task
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You Can Also Connect PerfexCRM or Harvest With 1400+ Other Apps

PerfexCRM
PerfexCRM
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.
Harvest
Harvest
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.