Teamwork CRM + Harvest Integration

Integrate Harvest to Teamwork CRM in one click, or tell Integrately AI how you want each project handled. Create deals, log time entries, update client details, and notify your sales team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Teamwork CRM
    Company is created in Teamwork CRM Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Note is created in Teamwork CRM Instant
  • Teamwork CRM
    File is created in Teamwork CRM Instant
  • 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
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2.
  • Teamwork CRM
    Create deal in Teamwork CRM
  • Teamwork CRM
    Search deal in Teamwork CRM
  • Teamwork CRM
    Create contact in Teamwork CRM
  • Teamwork CRM
    Search contact in Teamwork CRM
  • Teamwork CRM
    Create company in Teamwork CRM
  • Teamwork CRM
    Search company in Teamwork CRM
  • Teamwork CRM
    Create note in Teamwork CRM
  • Teamwork CRM
    Create activity in Teamwork CRM
  • Teamwork CRM
    Search activity in Teamwork CRM
  • Teamwork CRM
    Create pipeline in Teamwork CRM
  • Teamwork CRM
    Create stage in Teamwork CRM
  • Teamwork CRM
    Search country in Teamwork CRM
  • Teamwork CRM
    Search user in Teamwork CRM
  • Teamwork CRM
    Create product in Teamwork CRM
  • Teamwork CRM
    Search product in Teamwork CRM
  • 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

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Ready Workflows Ready Workflows for Harvest + Teamwork CRM Integration

Create deals from new projects, sync client contacts, update project stages, and track billable hours, all in just one click.

Most popular automationmost-popular-automations
Harvest + Teamwork CRM Integration

Create Teamwork 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 Teamwork 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 Teamwork CRM whenever you create a project in Harvest.
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Got a different task in mind? Describe it

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

Connect more apps to your Harvest + Teamwork CRM flow

Notify your team about new deals, email client updates, and keep your tasks aligned across platforms. Pick a combination and activate it in one click.

Teamwork CRM
Harvest
+
SlackSlack (5)
+
GmailGmail (4)
+
AsanaAsana (4)
+
Google DriveGoogle Drive (4)
+
StripeStripe (4)
+
HubSpotHubSpot (4)
H
T
S
Create a Teamwork CRM deal from every new Harvest project, and notify your sales channel in Slack.
New Harvest projects instantly generate a Teamwork CRM deal and post an alert in Slack, keeping sales and billable tracking aligned.
T
H
S
When a Teamwork CRM deal moves to won, create a project in Harvest and announce it in Slack.
Won deals in Teamwork CRM automatically spawn a Harvest project and notify your team in Slack, removing manual setup lag.
H
T
S
Log every new Harvest timesheet entry in Teamwork CRM, and post an update in Slack.
Timesheet entries from Harvest update Teamwork CRM records automatically while posting a quick summary to Slack.
T
H
S
If a Teamwork CRM deal value exceeds ten thousand dollars, create a Harvest project and alert leadership in Slack.
High-value deals in Teamwork CRM automatically trigger urgent Harvest project creation and notify leadership in Slack.
T
H
S
Use Claude to summarise Teamwork CRM deal notes, create a Harvest task, and post the brief in Slack.
Claude summarises complex Teamwork CRM deal notes into clear Harvest tasks and announces the breakdown in Slack.

Supported triggers and actions for Teamwork CRM and Harvest

Mix and match to build the exact automation you need

Teamwork CRM
Teamwork CRM Triggers & Actions
Instant
Company is created in Teamwork CRM
Triggers the automation when a new company is created
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Instant
Contact is created in Teamwork CRM
Triggers the automation when a new contact is created
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Instant
Deal is created in Teamwork CRM
Triggers the automation when a deal is created
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Instant
Deal is updated in Teamwork CRM
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Teamwork CRM
Triggers the automation when a deal is deleted
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Instant
Activity is created in Teamwork CRM
Triggers the automation when a new activity is created
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Instant
Activity is updated in Teamwork CRM
Triggers the automation when an activity is updated
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Instant
Activity is deleted in Teamwork CRM
Triggers the automation when any activity is deleted
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Instant
Note is created in Teamwork CRM
Triggers the automation when a new note is created
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Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
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Create deal in Teamwork CRM
Generates a new deal with
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Search deal in Teamwork CRM
Retrieves and find a deal
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Create contact in Teamwork CRM
Adds a new contact to the database
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Search contact in Teamwork CRM
Finds and retrieves contact information
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Create company in Teamwork CRM
Generates a new company profile with given details
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Search company in Teamwork CRM
Finds information about a company
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Create note in Teamwork CRM
Creates a new note in the particular format
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Create activity in Teamwork CRM
Generates a new activity or task
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Search activity in Teamwork CRM
Retrieves search results based on particular criteria
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Create pipeline in Teamwork CRM
Creates a new pipeline
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Create stage in Teamwork CRM
Generates a new stage for the workflow
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Search country in Teamwork CRM
Searches for a country
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Search user in Teamwork CRM
Searches for a user
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Create product in Teamwork CRM
Generates and launch new products
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Search product in Teamwork CRM
Searches for a product
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Harvest
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
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Invoice is added in Harvest
Triggers the automation when a new invoice is added
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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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Find task by ID in Harvest
Locates and retrieves a task by its unique identification number
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Find project by ID in Harvest
Retrieves a project by its unique identification number
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Find client by ID in Harvest
Locates a client based on their unique identification number
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Create time entry with start and end time in Harvest
Creates a new time entry with specified start and end times
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Create project in Harvest
Creates a new project
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Create timesheet entry in Harvest
Creates a new timesheet entry
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Create task in Harvest
Creates a new task
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Create client in Harvest
Generates a new client profile
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Create and start timer in Harvest
Creates and starts a timer for tracking time
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Create contact in Harvest
Adds a new contact to the database
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What can you automate with Harvest + Teamwork CRM?

Streamline your entire workflow by connecting Harvest time tracking directly with Teamwork CRM sales pipelines.

What you can automate?
🔄
Create deals from new Harvest projects
Automatically generate a new deal in Teamwork CRM the moment a project is added in Harvest. Keep your sales pipeline aligned with billable client work without manual entry.
📝
Capture every project and client detail
Transfer all submitted notes, task names, and client information across platforms. Ensure your team has the full context for every billable hour.
🔔
Alert your team instantly on updates
Notify the right account manager the second a timesheet entry is created or a deal stage changes. Keep everyone informed without switching between tabs.
🔀
Route deals based on project size
Send high-value deals to enterprise sales pipelines while standard projects go to general tracking. Automate routing based on exact fields submitted.
🔄
Keep project stages and deals synchronised
Update Teamwork CRM deals automatically whenever project tasks or timesheet entries are modified in Harvest. Maintain accurate records across both tools.
👥
Prevent duplicate clients and contacts
Search existing records before creating new entries to ensure clients and companies remain unified. Keep your database clean and organised.
💰
Manage invoices and deal closure
Update Teamwork CRM deals automatically when Harvest invoices are paid or projects are marked complete. Keep revenue tracking accurate to the final stage.
Extend your workflow with Slack
Send automated Harvest project data into Teamwork CRM, then alert your team instantly in Slack. Combine three apps for a complete operational pipeline.
And much more...

Who is Harvest + Teamwork CRM integration for?

Project managers and sales reps who need to bridge time tracking and deal pipelines without manual data entry.

Finance managers
Finance managers
Sales directors
Sales directors
Account managers
Account managers
Operations directors
Operations directors
Project coordinators
Project coordinators
Business owners
Business owners
📊
Finance managers
You report on billable hours and revenue from Harvest, but your numbers are always stale because sales deals in Teamwork CRM update hours after they close — integrating these apps means your financial reports reflect live pipeline activity instantly.
Sales directors
You need to act fast when new projects kick off, and you find out too late because project setup happens separately from sales closing — this integration means every new Harvest project instantly notifies your sales team.
🤝
Account managers
You answer to a client who wants to see project progress, but tracking hours separately from CRM notes leads to missing status updates — automating both apps means client updates match your actual logged time.
⚙️
Operations directors
The volume of client projects and deals is too high for anyone to keep up by hand, leading to missing records across systems — connecting these apps means every project and deal syncs without manual effort.
📋
Project coordinators
You own project setup and depend on sales reps to hand over closed deals, but information gets lost in transition — this integration means closed deals instantly trigger project creation in Harvest.
📂
Business owners
You need a reliable history of client work and revenue, but keep finding gaps between timesheets and CRM records — with this integration, your financial and sales history remains complete.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Teamwork CRM + Harvest

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

1,500+ apps connected
1,500+ apps connected
Connect Teamwork CRM + Harvest with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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.
AI that builds your automations
AI that builds your automations
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
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
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.
Secure by design
Secure by design
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.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Harvest to Teamwork CRM?
Frequently Asked Questions
You can connect Harvest to Teamwork CRM instantly using 1-click workflows on Integrately or by asking Integrately AI to build the integration for you. It takes just minutes to link your accounts and sync data across apps like Slack, Gmail, and Asana.
Can I create Teamwork CRM deals automatically when a Harvest project is added?
Frequently Asked Questions
Can I connect Harvest, Teamwork CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Harvest and Teamwork CRM?
Frequently Asked Questions
How does Harvest handle timesheet entries and project data in this integration?
Frequently Asked Questions
How does Teamwork CRM manage deal updates and contact creation?
Frequently Asked Questions
Can I automate my Harvest and Teamwork CRM workflows without coding?
Frequently Asked Questions
Is the Harvest and Teamwork CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Harvest or Teamwork CRM With 1500+ Other Apps

Harvest
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Teamwork CRM
Popular Teamwork CRM Integrations
Sync Teamwork CRM with email, marketing, and communication platforms to nurture leads and close deals.