Capsule CRM + Harvest

Create Harvest clients from new or updated Capsule CRM opportunities

Effortlessly manage your sales and client information between Capsule CRM and Harvest with this seamless workflow. Whenever there's a new or updated opportunity in Capsule CRM, a client will be created in Harvest, ensuring your records stay updated, and your sales process remains efficient. Spend less time switching between platforms and more time nurturing leads and closing deals.

Effortlessly manage your sales and client information between Capsule CRM and Harvest with this seamless workflow. Whenever there's a new or updated opportunity in Capsule CRM, a client will be created in Harvest, ensuring your records stay updated, and your sales process remains efficient. Spend less time switching between platforms and more time nurturing leads and closing deals.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    HarvestHarvest
    Create Client

    Creates a Client

    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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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About Harvest

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

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