PerfexCRM + Harvest Integration

Q: Can I automatically create PerfexCRM customers when a new client is added in Harvest?

You can automatically create PerfexCRM customers when a new client is added in Harvest using ready automations. Pick a ready template or ask Integrately AI to build the workflow.

Q: Can I connect Harvest, PerfexCRM, and Slack?

You can connect Harvest, PerfexCRM, and Slack together in a single automated workflow. Timesheet and client events trigger CRM updates and instant team notifications, alongside QuickBooks Online, Google Drive, and 1,500+ other apps.

Q: What is a good Zapier alternative for Harvest and PerfexCRM?

Integrately is a reliable alternative for connecting Harvest and PerfexCRM, offering 20 million+ ready templates, 1,500+ integrations, and 24/5 live support at a lower cost.

Q: How does Harvest handle client data when connecting to PerfexCRM?

When client data is added in Harvest, it triggers automated customer creation in PerfexCRM. There is a ready template — start from the Harvest and PerfexCRM integration.

Q: Can I update PerfexCRM records when a Harvest invoice is paid?

You can update PerfexCRM records automatically when a Harvest invoice is paid. There is a ready template — start from the Harvest and PerfexCRM integration.

Q: Do I need coding skills to automate Harvest and PerfexCRM?

You do not need coding skills to connect Harvest and PerfexCRM. You can use ready templates or ask Integrately AI to build the exact workflow for your team.

Q: Is the Harvest and PerfexCRM integration free?

The Harvest and PerfexCRM integration is available on the Integrately free forever plan. You can start automating your workflows instantly without a credit card.

Integrate Harvest to PerfexCRM in one click, or tell Integrately AI how you want each client handled. Track billable hours, create customer records, generate invoices, and keep your business data aligned automatically.

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Expense is added in Harvest
Invoice is paid in Harvest
Timesheet entry is created in Harvest
Task is added in Harvest
Project is added in Harvest
Person is assigned to project in Harvest
Invoice (with line items) is added in Harvest
Invoice is added in Harvest
Client is added in Harvest
Contact is added in Harvest
Person is added in Harvest

Create lead in PerfexCRM
Search lead in PerfexCRM
Create customer in PerfexCRM
Create ticket in PerfexCRM
Search customer in PerfexCRM
Update customer in PerfexCRM
Create task in PerfexCRM
Create contact in PerfexCRM
Create invoice in PerfexCRM
Search invoice in PerfexCRM
Update task in PerfexCRM
Search task in PerfexCRM
Create project in PerfexCRM
Search project in PerfexCRM
Add staff in PerfexCRM
Search ticket in PerfexCRM
Find task by ID in Harvest
Find project by ID in Harvest
Find client by ID in Harvest
Create time entry with start and end time in Harvest
Create project in Harvest
Create timesheet entry in Harvest
Create task in Harvest
Create client in Harvest
Create and start timer in Harvest
Create contact in Harvest

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Ready Workflows for Harvest + PerfexCRM Integration

Capture new clients, create matching projects, log timesheet entries, update customer details, and keep your records current, all in just one click.

Create PerfexCRM customer from new Harvest project

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

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Connect more apps to your Harvest + PerfexCRM flow

Manage follow-up tasks, notify your team about project updates, and sync your financial records across your stack. Pick a combination and activate it in one click.

Trello (3)

Slack (3)

Google Drive (3)

QuickBooks Online (3)

Stripe (3)

Gmail (3)

Add every new Harvest client to PerfexCRM, and create a tracking card in Trello

New Harvest clients appear as customers in PerfexCRM instantly while a tracking card is created in Trello, removing manual data entry.

When a project is added in Harvest, create a PerfexCRM project and set up a board in Trello

Harvest projects automatically populate PerfexCRM and generate corresponding Trello cards for task tracking.

When a Harvest invoice is paid, update the PerfexCRM customer record and archive the Trello card

Paid invoices in Harvest update PerfexCRM customer statuses and move corresponding Trello cards to done.

Add new Harvest clients to PerfexCRM and notify your team instantly in Slack

New Harvest clients are saved in PerfexCRM while Slack alerts your team about the new account.

When a Harvest invoice is paid, log the payment in PerfexCRM and post an update in Slack

Paid invoices update PerfexCRM customer records and broadcast payment notifications directly in Slack.

When a project is added in Harvest, create a PerfexCRM project and announce it in Slack

New Harvest projects create PerfexCRM entries and trigger team announcements in Slack.

Add new Harvest clients to PerfexCRM and create a dedicated folder in Google Drive

New Harvest clients generate PerfexCRM customer accounts and organized document folders in Google Drive.

When a project is added in Harvest, create a PerfexCRM project and generate a Google Drive folder

Harvest projects populate PerfexCRM and establish structured project directories in Google Drive.

When a Harvest invoice is paid, update PerfexCRM and upload the receipt to Google Drive

Paid invoices update PerfexCRM customer balances and archive payment documents in Google Drive.

Add new Harvest clients to PerfexCRM and create matching records in QuickBooks Online

New Harvest clients synchronize across PerfexCRM and QuickBooks Online for unified financial management.

When a Harvest invoice is added, create a PerfexCRM customer and log the invoice in QuickBooks Online

Harvest invoices populate PerfexCRM accounts and generate corresponding financial entries in QuickBooks Online.

When a Harvest invoice is paid, update PerfexCRM and record the payment in QuickBooks Online

Paid Harvest invoices update PerfexCRM records and register payment transactions in QuickBooks Online.

Add new Harvest clients to PerfexCRM and create a billing customer profile in Stripe

New Harvest clients create PerfexCRM records and initialize payment profiles in Stripe automatically.

When a Harvest invoice is added, create a PerfexCRM customer and generate a Stripe payment link

Harvest invoices populate PerfexCRM and generate secure payment links through Stripe for fast collection.

When a Harvest invoice is paid, update PerfexCRM and record the Stripe charge details

Paid Harvest invoices update PerfexCRM customer statuses and log transaction details from Stripe.

Add new Harvest clients to PerfexCRM and send a welcome email through Gmail

New Harvest clients generate PerfexCRM accounts and trigger automated welcome emails sent via Gmail.

When a Harvest invoice is added, update PerfexCRM and email the invoice using Gmail

Harvest invoices update PerfexCRM records and dispatch professional billing emails directly via Gmail.

When a Harvest invoice is paid, update PerfexCRM and send a payment receipt via Gmail

Paid Harvest invoices update PerfexCRM accounts and trigger automated payment confirmation emails in Gmail.

Supported triggers and actions for PerfexCRM and Harvest

Mix and match to build the exact automation you need

PerfexCRM Triggers & Actions

Create lead in PerfexCRM

Generates new leads for potential customers

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Search lead in PerfexCRM

Retrieves information for a particular lead

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Create customer in PerfexCRM

Adds a new customer to the database

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Create ticket in PerfexCRM

Generates a new ticket

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Search customer in PerfexCRM

Locates and retrieves customer information

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Update customer in PerfexCRM

Updates a customer's information

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Create task in PerfexCRM

Creates a new task

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Create contact in PerfexCRM

Adds a new contact to the database

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Create invoice in PerfexCRM

Generates invoices for sales transactions

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Search invoice in PerfexCRM

Locates and retrieves invoices with

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Update task in PerfexCRM

Updates the task with new information or changes

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Search task in PerfexCRM

Searches for a task

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Create project in PerfexCRM

Creates a new project

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Search project in PerfexCRM

Searches for a project

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Add staff in PerfexCRM

Assigns new employees to the appropriate team or department

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Search ticket in PerfexCRM

Searches for a ticket

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Harvest Triggers & Actions

Expense is added in Harvest

Triggers the automation when a new expense is added

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Invoice is paid in Harvest

Triggers the automation when an invoice is marked as paid

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Timesheet entry is created in Harvest

Triggers the automation when there is a new timesheet entry

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Task is added in Harvest

Triggers the automation when a new task is added

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Project is added in Harvest

Triggers the automation when a new project is added

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Person is assigned to project in Harvest

Triggers the automation when a person is assigned to a project

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Invoice (with line items) is added in Harvest

Triggers the automation when a new invoice (with line items) is added

Try it →

Invoice is added in Harvest

Triggers the automation when a new invoice is added

Try it →

Client is added in Harvest

Triggers the automation when a new client is added

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Contact is added in Harvest

Triggers the automation when a new contact is added

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Person is added in Harvest

Triggers the automation when a new person is added

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What can you automate with Harvest + PerfexCRM?

Connect your time tracking and CRM workflows to eliminate manual data entry and keep client records synchronized.

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🏢

Sync new clients from Harvest to PerfexCRM

Automatically create a customer record in PerfexCRM the moment a new client is added in Harvest. Eliminate manual copying and keep your client database accurate.

📁

Populate projects across both platforms

Map Harvest project details directly into PerfexCRM so your client management workspace reflects active billable work instantly.

💳

Automate invoice and payment tracking

Keep customer accounts updated in PerfexCRM whenever invoices are generated or marked as paid in Harvest, maintaining clear financial records.

⚙️

Route records based on custom fields

Apply conditional logic to direct specific client types or project categories to designated workflows within your CRM.

🔄

Keep customer details synchronized

Automatically update existing customer profiles in PerfexCRM when contact information or project scopes change in Harvest.

🔍

Prevent duplicate records with smart search

Search existing PerfexCRM customer lists before creating new entries to ensure your database remains clean and organized.

💰

Handle payment status updates instantly

Trigger automated CRM updates and notifications the exact moment an invoice is settled or marked paid in Harvest.

🔗

Extend workflows to Slack or Google Drive

Connect your Harvest and PerfexCRM setup with Slack or Google Drive to notify your team or archive project files automatically.

And much more...

Who is Harvest + PerfexCRM integration for?

Small business owners, project managers, and freelancers who need to connect time tracking with client management and eliminate manual data entry across systems.

Business analysts and founders

Project managers

Account managers

Operations teams

Sales and billing teams

Finance leads

📈

Business analysts and founders

You review billable hours and revenue reports in Harvest, but your CRM data only updates when someone manually exports client records, so your financial summaries are always outdated — connecting these apps means every new client and invoice syncs instantly and your business metrics stay current.

⚡

Project managers

You need to initiate client workflows the moment a project is signed off, but manual handoffs between time tracking and CRM software cause significant delays — automating both apps means project records and client profiles populate instantly so your team can start billable work right away.

📊

Account managers

You answer client inquiries about billing status and project progress, but checking separate systems leads to inconsistent updates and frustrated stakeholders — this integration means customer records and invoice states match across platforms so you always have accurate answers.

📋

Operations teams

The volume of client onboarding and timesheet tracking is too high for your staff to keep up with manual data entry without making mistakes — integrating these apps means client creation, project setup, and invoice logging happen automatically without manual intervention.

🔄

Sales and billing teams

You depend on time tracking data to manage customer accounts and issue invoices, but waiting for manual notifications slows down your billing cycle — automating both apps means customer updates and invoice events flow seamlessly into your CRM without administrative lag.

🗂️

Finance leads

You rely on a reliable history of paid invoices and customer accounts, but manual record-keeping leaves gaps between billing software and CRM ledgers — connecting these apps means every financial event updates your customer database accurately and leaves no missing records.

Try This Integration – No Code Needed

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate PerfexCRM + Harvest

Build and manage your PerfexCRM + Harvest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect PerfexCRM + Harvest with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

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Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

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SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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Frequently Asked Questions

How do I connect Harvest to PerfexCRM?

You can connect Harvest to PerfexCRM instantly using 1-click automations or ask Integrately AI to build the workflow. It links your time tracking with your CRM alongside apps like Slack, Trello, and Google Drive in minutes.

Can I automatically create PerfexCRM customers when a new client is added in Harvest?

Can I connect Harvest, PerfexCRM, and Slack?

What is a good Zapier alternative for Harvest and PerfexCRM?

How does Harvest handle client data when connecting to PerfexCRM?

Can I update PerfexCRM records when a Harvest invoice is paid?

Do I need coding skills to automate Harvest and PerfexCRM?

Is the Harvest and PerfexCRM integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Harvest or PerfexCRM With 1500+ Other Apps

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PerfexCRM + Harvest Integration

Integrate Harvest to PerfexCRM in one click, or tell Integrately AI how you want each client handled. Track billable hours, create customer records, generate invoices, and keep your business data aligned automatically.

Trusted by experts at...

Ready Workflows for Harvest + PerfexCRM Integration

Capture new clients, create matching projects, log timesheet entries, update customer details, and keep your records current, all in just one click.

Create PerfexCRM customer from new Harvest project

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Harvest + PerfexCRM flow

Manage follow-up tasks, notify your team about project updates, and sync your financial records across your stack. Pick a combination and activate it in one click.

Supported triggers and actions for PerfexCRM and Harvest

Mix and match to build the exact automation you need

What can you automate with Harvest + PerfexCRM?

Connect your time tracking and CRM workflows to eliminate manual data entry and keep client records synchronized.

Who is Harvest + PerfexCRM integration for?

Small business owners, project managers, and freelancers who need to connect time tracking with client management and eliminate manual data entry across systems.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate PerfexCRM + Harvest

Build and manage your PerfexCRM + Harvest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Harvest or PerfexCRM With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

PerfexCRM + Harvest Integration

Integrate Harvest to PerfexCRM in one click, or tell Integrately AI how you want each client handled. Track billable hours, create customer records, generate invoices, and keep your business data aligned automatically.

Trusted by experts at...

Ready Workflows for Harvest + PerfexCRM Integration

Capture new clients, create matching projects, log timesheet entries, update customer details, and keep your records current, all in just one click.

Create PerfexCRM customer from new Harvest project

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Harvest + PerfexCRM flow

Manage follow-up tasks, notify your team about project updates, and sync your financial records across your stack. Pick a combination and activate it in one click.

Supported triggers and actions for PerfexCRM and Harvest

Mix and match to build the exact automation you need

What can you automate with Harvest + PerfexCRM?

Connect your time tracking and CRM workflows to eliminate manual data entry and keep client records synchronized.

Who is Harvest + PerfexCRM integration for?

Small business owners, project managers, and freelancers who need to connect time tracking with client management and eliminate manual data entry across systems.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate PerfexCRM + Harvest

Build and manage your PerfexCRM + Harvest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Harvest or PerfexCRM With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click