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Capsule CRM + Harvest

Create new Capsule CRM contacts from new clients in Harvest

Boost your efficiency and stay organized by connecting Harvest with Capsule CRM. Whenever a new client is added to Harvest, this automation will promptly create a corresponding contact in Capsule CRM. You won't need to manually transfer data, freeing up your time for other crucial tasks. Streamline your client management process and ensure all your contact details are consistently up-to-date.

Boost your efficiency and stay organized by connecting Harvest with Capsule CRM. Whenever a new client is added to Harvest, this automation will promptly create a corresponding contact in Capsule CRM. You won't need to manually transfer data, freeing up your time for other crucial tasks. Streamline your client management process and ensure all your contact details are consistently up-to-date.

  1. When this happens...
    HarvestHarvest
    New Client

    Triggers when a new client is added.

    TriggerPolling
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Contact

    Creates a new Person or Organisation.

    ActionWrite
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Supported triggers and actions

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About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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About Harvest

Simple time tracking software and powerful reporting that helps your team thrive.

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