Keep Harvest and Teamleader updated automatically.
Today it sits in a list or a spreadsheet, and afterwards someone retypes it into the system that actually has to act on it. This connector fixes that, and we build it on request: what happens in Harvest lands in Teamleader by itself, in the shape Teamleader expects. Tell us what you need and we agree exactly what should travel.
What this connector takes off your hands
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Today it sits in a list or a spreadsheet, and afterwards someone retypes it into the system that actually has to act on it.
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Today you create contacts and deals by hand, first searching whether someone already exists so you do not add a duplicate. Everyone skips that search sometimes, and then there are two.
What Harvest to Teamleader saves you
- Record every task you finish in Harvest against the right customer in Teamleader.
- Record every new row in Harvest against the right customer in Teamleader.
What travels across the link
Everything this connector moves between Harvest and Teamleader, and how often.
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Contacts
to Teamleader automaticallyThe person or company lands on the right contact in Teamleader, found by email, so you create nothing twice.
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Leads
to Teamleader automaticallyEvery new enquiry becomes a lead in Teamleader, so follow-up does not hang off a stray email.
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Notes
to Teamleader automaticallyThe details land as a note on the contact in Teamleader, so the picture of that contact stays complete.
What each side expects
Harvest and Teamleader do not describe the world the same way. This is what has to line up.
Teamleader
Teamleader wants to know whether this is a company or a person, and hangs deals and invoices off that contact. Deduplication in practice runs on the email address, so that field has to be filled.
Setting it up
- 01
Request the connector
Let us know you want to link Harvest to Teamleader. We get in touch within 24 hours with a timeline.
- 02
We agree what should travel
Together we settle what should travel out of Harvest. Teamleader wants to know whether this is a company or a person, and hangs deals and invoices off that contact. Deduplication in practice runs on the email address, so that field has to be filled.
- 03
We build and test
You see the connector run on a few test records before anything becomes final.
What you need
- An account with edit rights, and the list or project it should land in.
- A Teamleader account you administer. You grant Schakel access once through Teamleader itself.
Where it runs
On app.schakel.app, with your own Schakel account. No webshop required.
We build this connector on request. Tell us what you need and we reply within 24 hours.
Common questions
Can you connect Harvest to Teamleader?
Yes. Schakel connects through the official APIs of Harvest and Teamleader, so you install nothing on your own server and nothing travels outside those two parties.
Does the connector prevent duplicate contacts in Teamleader?
Yes. Contacts are matched by email, so an existing customer in Teamleader is updated rather than a second one appearing.
Which contact in Teamleader does the information from Harvest land on?
The contact that matches on email. If it does not exist yet, it is created with the details that come across from Harvest.
From what moment in Harvest does something reach Teamleader?
As soon as you add or finish the row or task in Harvest that you chose as the trigger, it reaches Teamleader.
What does connecting Harvest and Teamleader cost?
You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.
How often does Harvest sync with Teamleader?
That depends on your tier: hourly on the free tier up to real time on the unlimited tier. You can always start a sync yourself as well.
What if Harvest or Teamleader is briefly unavailable?
Nothing gets lost. Schakel retries later and the log shows exactly what happened, so at most you notice something coming through a little later.
How do I connect Harvest to Teamleader?
You give Schakel access to Harvest and Teamleader once and pick what should travel. We set it up together with you, so no technical knowledge is needed, and after that it runs by itself.
Missing something you need?
Tell us what Harvest and Teamleader should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.