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  4. Agile CRM

Harvest + Agile CRM Integrations

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

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Harvest Integrations
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.

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.

Agile CRM Integrations
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Best ways to Integrate Harvest + Agile CRM

  • Harvest Agile CRM

    Harvest + Agile CRM

    Add Score to Contact in Agile CRM when New User Assignment is created in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Agile CRM Add Score to Contact
  • Harvest Agile CRM

    Harvest + Agile CRM

    Add Event in Agile CRM when New User Assignment is created in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Agile CRM Add Event
  • Harvest Agile CRM

    Harvest + Agile CRM

    Create Company to Agile CRM from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Agile CRM Create Company
  • Harvest Agile CRM

    Harvest + Agile CRM

    Create or Update Contact to Agile CRM from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Agile CRM Create or Update Contact
  • Harvest Agile CRM

    Harvest + Agile CRM

    Create Deal to Agile CRM from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Agile CRM Create Deal
  • Harvest {{item.actionAppName}}

    Harvest + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • Creates Timesheet Entry

    Creates a new timesheet entry for the current day.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Harvest & Agile CRM Integrations Work

  1. Step 1: Choose Harvest 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 Agile CRM 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 Harvest to Agile CRM.

    (2 minutes)

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

Integration of Harvest and Agile CRM

  • Harvest is an accounting software that has the ability to track work and time. It can be used by freelancers, contractors, and small businesses. It is free for individuals who have income less than $100,000 per year.
  • Agile CRM is a CRM spution designed for small businesses. It includes a contact manager, calendar, tasks, notes, and other features.

  • Integration of Harvest and Agile CRM can be done easily with Zapier integration. Actions can be performed between the two apps such as sync contacts from Agile CRM to Harvest and vice versa. These actions can be performed using Zapier automation top.
  • If the integration of these two apps is set up properly, it can benefit both parties. It will help Harvest users to manage their time and get an overview of their work performance because Agile CRM is a task manager. It will also help Agile CRM users to keep their email addresses and contacts organized in one place so they can be more productive.

    • Conclusion

  • Integration of Harvest and Agile CRM makes sense because both apps are useful in making work easier. Both apps allow users to view their work progress, see how much time was spent on each task, send emails to their contacts, and organize their email addresses.
  • In addition, when integrating these two apps, users will not need a separate sales platform or project management top because freelancers, contractors, and small businesses can use Agile CRM to complete all tasks related to sales and projects.
  • All data regarding clients’ contacts, projects, sales, and other related information can be viewed on one platform. This way, users do not need to switch between different apps and check several platforms when they want to get information about their work performance.

    • The process to integrate Harvest and AWS IOT 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.

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