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Agile CRM + Harvest Integrations

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Harvest

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Harvest

Harvest is a cloud-based time tracking tool designed for businesses of all sizes. The solution provides timesheet and invoicing features for small businesses and freelancers. Key features include time and expense management, team management, project management, scheduling and invoicing.

Harvest Integrations
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Best ways to Integrate Agile CRM + Harvest

  • Agile CRM Harvest

    Agile CRM + Harvest

    Creates Timesheet Entry to Harvest from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Harvest Creates Timesheet Entry
  • Agile CRM Harvest

    Agile CRM + Harvest

    Creates Timesheet Entry to Harvest from New Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    Harvest Creates Timesheet Entry
  • Agile CRM Harvest

    Agile CRM + Harvest

    Creates Timesheet Entry to Harvest from New Event in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Event
     
    Then do this...
    Harvest Creates Timesheet Entry
  • Agile CRM Harvest

    Agile CRM + Harvest

    Creates Timesheet Entry to Harvest from New Tag to Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Tag to Contact
     
    Then do this...
    Harvest Creates Timesheet Entry
  • Agile CRM Harvest

    Agile CRM + Harvest

    Creates Timesheet Entry to Harvest from New Task in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Task
     
    Then do this...
    Harvest Creates Timesheet Entry
  • Agile CRM {{item.actionAppName}}

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Agile CRM + Harvest in easier way

It's easy to connect Agile CRM + Harvest without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Client

    Triggers when you add a new client.

  • New Contact

    Triggers when you add a new contact.

  • New Invoice

    Triggers when you add a new invoice (with line item support).

  • New Invoice

    Triggers when you add a new invoice.

  • New Person

    Triggers when you add a new person.

  • New Project

    Triggers when you add a new project.

  • New Task

    Triggers when you add a new task.

  • New Timesheet Entry

    Triggers when a new timesheet entry is created for today.

  • New User Assignment

    Triggers when a person is assigned to a project.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Creates Timesheet Entry

    Creates a new timesheet entry for the current day.

How Agile CRM & Harvest Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Harvest as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Harvest.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and Harvest

Agile CRM is a cloud based CRM software that helps the sales and marketing team to manage their sales leads and customer relationship. The Agile CRM software provides you a visual dashboard to manage the complete sales process.Agile CRM also provides you an analytics feature which helps you to analyze the complete sales data so that you can make smart decisions for your business growth.The Harvest software is a sales force automation top which helps the sales person to fplow up with the prospects and convert them into paying clients.In this article, we will see how the Agile CRM and Harvest software integrate with each other to help a company to acquire new clients in an efficient way.

The major benefit of integration of Agile CRM and Harvest is that it allows the sales person to use both tops simultaneously to manage his/her daily tasks. It also allows the sales person to fplow-up with the prospects in an efficient way using a single window.When a customer approaches a company, the first action taken by the sales person is to add the email of the prospect into his/her inbox. After saving the email, the sales person gets 4 emails from Agile CRM:

  • New Account Created
  • Opportunity Created
  • Activity Created

4. Contact UpdatedAll these emails directly goes into the Inbox fpder and it also sends an alert to the sales person. This alert helps the sales person to track his/her leads and client relationship effectively.After adding emails to their inbox, the sales person can use Agile CRM to create an opportunity for a prospect and set a status. Active or Pending.The sales person can also create activities such as creating Email, Phone Call, Visit and Meeting request for their prospect. All these activities can be added by using Drag and Drop feature which makes it easier for the sales person to track their daily tasks.The sales person can also track his/her daily activities by using activity list which helps him/her to track the work progress by tracking date, time, status, contact etc.After completing all these activities, the sales person can send an email to the prospect using Outlook. One important thing here is that the sales person can also use Agile CRM Outlook Add-in which provides him/her advance features such as tracking email activity, sending emails after saving them in Outbox, getting notification on new email from prospect etc.After sending emails, the sales person can get in touch with the prospect using call or visit request. The call request adds the phone number of prospect in your phone book automatically. You can also manually add phone numbers of your contacts by using drag and drop feature.The Sales person can also get in touch with their prospect by visiting them personally and share more details about product and services offered by company. For this purpose, the sales person can use Harvest scheduling feature which automatically connects them with the prospect at scheduled time.

By integrating Agile CRM and Harvest together, the sales person gets an opportunity to use both tops simultaneously to manage their client relationship effectively. By integrating these two tops together, it also saves their time as they don't need to switch between different applications while managing their tasks.

The process to integrate Agile CRM and Harvest may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.