Teamwork CRM + Harvest Integration

Connect Teamwork CRM to Harvest - Automate your workflows in 1-click

Make use of Teamwork CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Harvest automations to track your progress towards goals, receive motivational nudges, and visualize your achievements. And automate all the repetitive tasks between Teamwork CRM & Harvest using Integrately.

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Ready Workflows For Teamwork CRM + Harvest Integration

Just click on the workflow you want to automate

Create Teamwork CRM company from new Harvest project

If you're using the time tracking app Harvest to manage your project, you'll want to create a company in Teamwork CRM 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 company in Teamwork CRM whenever you create a project in Harvest.

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Create Your Own Teamwork CRM & Harvest Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Company is created in Teamwork CRM
Triggers the automation when a new company is created
Instant
Contact is created in Teamwork CRM
Triggers the automation when a new contact is created
Instant
Deal is created in Teamwork CRM
Triggers the automation when a deal is created
Instant
Deal is updated in Teamwork CRM
Triggers the automation when a deal is updated
Instant
Deal is deleted in Teamwork CRM
Triggers the automation when a deal is deleted
Instant
Activity is created in Teamwork CRM
Triggers the automation when a new activity is created
Instant
Activity is updated in Teamwork CRM
Triggers the automation when an activity is updated
Instant
Activity is deleted in Teamwork CRM
Triggers the automation when any activity is deleted
Instant
Note is created in Teamwork CRM
Triggers the automation when a new note is created
Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
Instant
Expense is added in Harvest
Triggers the automation when a new expense is added
Invoice is paid in Harvest
Triggers the automation when an invoice is marked as paid
Timesheet entry is created in Harvest
Triggers the automation when there is a new timesheet entry
Task is added in Harvest
Triggers the automation when a new task is added
Project is added in Harvest
Triggers the automation when a new project is added
Person is assigned to project in Harvest
Triggers the automation when a person is assigned to a project
Invoice (with line items) is added in Harvest
Triggers the automation when a new invoice (with line items) is added
Invoice is added in Harvest
Triggers the automation when a new invoice is added
Client is added in Harvest
Triggers the automation when a new client is added
Contact is added in Harvest
Triggers the automation when a new contact is added
Person is added in Harvest
Triggers the automation when a new person is added

Create deal in Teamwork CRM
Generates a new deal with
Search deal in Teamwork CRM
Retrieves and find a deal
Create contact in Teamwork CRM
Adds a new contact to the database
Search contact in Teamwork CRM
Finds and retrieves contact information
Create company in Teamwork CRM
Generates a new company profile with given details
Search company in Teamwork CRM
Finds information about a company
Create note in Teamwork CRM
Creates a new note in the particular format
Create activity in Teamwork CRM
Generates a new activity or task
Search activity in Teamwork CRM
Retrieves search results based on particular criteria
Create pipeline in Teamwork CRM
Creates a new pipeline
Create stage in Teamwork CRM
Generates a new stage for the workflow
Search country in Teamwork CRM
Searches for a country
Search user in Teamwork CRM
Searches for a user
Create product in Teamwork CRM
Generates and launch new products
Search product in Teamwork CRM
Searches for a product
Find task by ID in Harvest
Locates and retrieves a task by its unique identification number
Find project by ID in Harvest
Retrieves a project by its unique identification number
Find client by ID in Harvest
Locates a client based on their unique identification number
Create time entry with start and end time in Harvest
Creates a new time entry with specified start and end times
Create project in Harvest
Creates a new project
Create timesheet entry in Harvest
Creates a new timesheet entry
Create task in Harvest
Creates a new task
Create client in Harvest
Generates a new client profile
Create and start timer in Harvest
Creates and starts a timer for tracking time
Create contact in Harvest
Adds a new contact to the database

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Integrate Teamwork CRM & Harvest In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Teamwork CRM or Harvest With 1200+ Other Apps

Teamwork is a cloud-based platform that that allows you to plan, manage and track your sales process. It helps you convert leads into opportunities, opportunities into customers and customers into repeat buyers.

See Teamwork CRM 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