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Harvest + ClickMeeting Integrations

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

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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 ClickMeeting

ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participation

ClickMeeting Integrations
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Best ways to Integrate Harvest + ClickMeeting

  • Harvest ClickMeeting

    Harvest + ClickMeeting

    Add New Registrant in ClickMeeting when New User Assignment is created in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    ClickMeeting Add New Registrant
  • Harvest ClickMeeting

    Harvest + ClickMeeting

    Create New Event to ClickMeeting from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    ClickMeeting Create New Event
  • Harvest ClickMeeting

    Harvest + ClickMeeting

    Add New Registrant in ClickMeeting when New Project is created in Harvest Read More...
    Close
    When this happens...
    Harvest New Project
     
    Then do this...
    ClickMeeting Add New Registrant
  • Harvest ClickMeeting

    Harvest + ClickMeeting

    Create New Event to ClickMeeting from New Project in Harvest Read More...
    Close
    When this happens...
    Harvest New Project
     
    Then do this...
    ClickMeeting Create New Event
  • Harvest ClickMeeting

    Harvest + ClickMeeting

    Add New Registrant in ClickMeeting when New Client is created in Harvest Read More...
    Close
    When this happens...
    Harvest New Client
     
    Then do this...
    ClickMeeting Add New Registrant
  • 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 + ClickMeeting in easier way

It's easy to connect Harvest + ClickMeeting 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.

  • New Registrant

    Triggers when a new attendee registers to your event.

  • New Upcoming Event

    Triggers when you create a new event.

  • New Upcoming Event with Registration

    Triggers when you create a new event with registration.

    Actions
  • Creates Timesheet Entry

    Creates a new timesheet entry for the current day.

  • Add New Registrant

    A new attendee will be registered to your event.

  • Create New Event

    A new event will be created.

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

How Harvest & ClickMeeting 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 ClickMeeting 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 ClickMeeting.

    (2 minutes)

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

Integration of Harvest and ClickMeeting

Harvest?

Harvest is software that helps salespeople to stay on top of their jobs, and to be effective. The software is used by salespeople in many different industries. It allows them to track phone calls, emails, meetings, tasks and leads. Harvest also offers a number of integrations, which make it easy for companies to connect to the software. Some of the integrations include Salesforce, Outreach, Marketo, Nimble and Quickbooks. The software is available as a SaaS (Software as a Service. or as an on-premises spution.

ClickMeeting?

ClickMeeting is a web conferencing spution that allows users to have video and audio conference calls with each other. Clients can join the meeting using their computer or smartphone.

Integration of Harvest and ClickMeeting

Harvest offers an integration with ClickMeeting that enables salespeople to easily set up meetings and call people that have been gathered via Harvest. After connecting the two services, all prospective clients that have been entered into Harvest appear in ClickMeeting. If you want to invite someone to a meeting that is not already in your contacts file, you can simply add his information into Harvest and it will then appear in your ClickMeeting contacts file. This integration saves a lot of time when it comes to calling people that you need to talk to. Instead of having to manually add the contact information into your calendar or address book, you can simply add it into Harvest and have it automatically appear in ClickMeeting.

Benefits of Integration of Harvest and ClickMeeting

There are many benefits to integrating Harvest with ClickMeeting. The fplowing are some of the main advantages that are offered by this system:

It saves time. As mentioned above, this integration saves time by allowing you to add contacts to your calendar without having to do anything extra. For example, if you need to call someone who is not already in your address book or calendar, you can simply add his information into Harvest and it will automatically show up in your ClickMeeting contacts file.

As mentioned above, this integration saves time by allowing you to add contacts to your calendar without having to do anything extra. For example, if you need to call someone who is not already in your address book or calendar, you can simply add his information into Harvest and it will automatically show up in your ClickMeeting contacts file. It increases productivity. This integration also helps you to increase productivity. If you are looking for new clients and prospects, you can simply use Harvest to find them instead of using manual methods that are less efficient. With Harvest, there is no need to spend hours trying to find new contacts; all you have to do is enter the information into the software and it will do the rest for you. So, instead of spending hours trying to figure out how to reach a potential client, you can spend those hours actually talking with him on the phone or in person. In addition, this integration allows you to stay on top of all your clients’ schedules so that you can find meeting times that work best for everyone invpved. This means that you will be able to spend more time doing the things that increase your income instead of wasting time trying to figure out how to contact people and schedule meetings with them.

Integrating ClickMeeting with Harvest allows salespeople and marketers alike to save time and become more productive in their business endeavors. Instead of spending hours trying to figure out how best to contact clients and create meetings for sales calls, they can simply use this integration feature and save all their time for other things such as actually reaching out to potential clients.

The process to integrate Harvest and Chatter 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.