Capsule CRM + Harvest

Create new projects in Harvest for every new or updated project in Capsule CRM

Maintain an efficient workflow between your customer relationship and project management by connecting Capsule CRM and Harvest. Upon every new or updated project in Capsule CRM, a corresponding project is swiftly created in Harvest. This automation ensures seamless project tracking and hassle-free management, eliminating manual data transfer and saving valuable time.

Maintain an efficient workflow between your customer relationship and project management by connecting Capsule CRM and Harvest. Upon every new or updated project in Capsule CRM, a corresponding project is swiftly created in Harvest. This automation ensures seamless project tracking and hassle-free management, eliminating manual data transfer and saving valuable time.

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

    Triggers when a given action is performed on a Project.

    TriggerInstant
  2. automatically do this!
    HarvestHarvest
    Create Project

    Creates a Project

    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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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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