Integration von Nutshell CRM mit Harvest
- Eliminate double data entry — Automatically sync client and project information between Nutshell and Harvest, so your team spends less time on admin work and more time billing.
- Get clients billable faster — New contacts in Nutshell instantly populate in Harvest, letting you start tracking time and invoicing without manual setup delays.
- Keep data accurate across platforms — Real-time two-way syncing ensures billing records, client details, and project info stay consistent in both systems.
A note from the Nutshell Team
If you’re looking for an invoicing application native to Nutshell, consider Nutshell Quotes and Invoices as an alternative.
Connecting Harvest with your Nutshell CRM
Nutshell is a powerful CRM that helps businesses manage their contacts, track their leads, and close more deals. Harvest is a time-tracking and invoicing tool that makes it easy to track billable time and create invoices. When you integrate Nutshell and Harvest, these processes become even easier. This integration enables two-way data syncing between Nutshell and Harvest, ensuring transparency, accuracy, and up-to-date information across all platforms. Here’s what you can expect from integrating Nutshell and Harvest:
Vorteile der Integration von Harvest CRM:
- Save time: With this integration, data is automatically generated and updated in both Nutshell and Harvest, reducing manual data input and preventing disruptions in workflow.
- Rationalisierung des Projektmanagements: Durch die Integration von Nutshell in Harvest können Sie sicherstellen, dass neue Kunden und Projekte sofort und präzise in Harvest eingerichtet werden, so dass Sie sofort mit der Arbeit an neuen Projekten und der Rechnungsstellung beginnen können.
Wie man anfängt
This integration is powered by Zapier – set it up with your Zapier account.
There may be solutions for alternative applications available through our AppConnect Marketplace. Feel free to contact our team with any questions.
Häufig gestellte Fragen
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1. Do I need a specific Nutshell plan to set up the Harvest integration?
Nope! The Harvest integration is available on all Nutshell plans—Foundation, Growth, Pro, Business, and Enterprise. Whether you’re managing small projects or complex client work, you can connect Harvest and Nutshell from day one to streamline billing workflows.
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2. Does the Nutshell-Harvest integration involve additional costs beyond my Nutshell subscription?
Not at all. This integration runs on Zapier, and we cover all Zapier fees through our AppConnect service. You only pay for your Nutshell subscription and Harvest (starting at $13.75/user/month). No surprise integration costs or hidden platform fees involved.
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3. Is the Nutshell-Harvest integration secure and does it protect my financial and client data?
Absolutely. Both Nutshell and Harvest use bank-grade encryption (256-bit TLS 1.2) for data in transit and at rest. Harvest is SOC 2 certified and maintains PCI-DSS compliance. Your client data and financial information flow securely through verified integration channels with continuous monitoring.
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4. What data syncs between Nutshell and Harvest?
Two-way syncing automatically pushes new Nutshell contacts and project information into Harvest, while client and project updates sync back to Nutshell. This keeps billing records, client details, and project status consistent across both systems—eliminating manual data entry and preventing sync errors.
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5. Does Nutshell have built-in invoicing, or do I need Harvest for this?
Great question! Nutshell offers Quotes and Invoices as a built-in solution for creating and sending invoices directly from your CRM. However, if you need advanced time tracking, detailed project costing, and robust financial reporting, Harvest is the ideal complement. Many teams use both—Nutshell for CRM/sales and Harvest for detailed project accounting.
