Harvest + Solve CRM Integration

Connect Harvest to Solve CRM in 1 click

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Harvest + Solve CRM Integration

Create Solve 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 Solve 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 Solve CRM whenever you create a project in Harvest.
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Harvest + Solve CRM Integration
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
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
2.
  • Harvest
    Find task by ID in Harvest
  • Harvest
    Find project by ID in Harvest
  • Harvest
    Find client by ID in Harvest
  • Harvest
    Create time entry with start and end time in Harvest
  • Harvest
    Create project in Harvest
  • Harvest
    Create timesheet entry in Harvest
  • Harvest
    Create task in Harvest
  • Harvest
    Create client in Harvest
  • Harvest
    Create and start timer in Harvest
  • Harvest
    Create contact in Harvest
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
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