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Integrate Harvest with Customerly

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

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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 Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

Customerly Integrations

Best ways to Integrate Harvest + Customerly

  • Harvest Integration Customerly  Integration

    Harvest + Customerly

    Create or Update Lead to Customerly from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest Integration New User Assignment
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Harvest Integration Customerly  Integration

    Harvest + Customerly

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

    Harvest + Customerly

    Add User Tag in Customerly when New User Assignment is created in Harvest Read More...
    Close
    When this happens...
    Harvest Integration New User Assignment
     
    Then do this...
    Customerly  Integration Add User Tag
  • Harvest Integration Customerly  Integration

    Harvest + Customerly

    Create or Update Lead to Customerly from New Project in Harvest Read More...
    Close
    When this happens...
    Harvest Integration New Project
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Harvest Integration Customerly  Integration

    Harvest + Customerly

    Create or Update User to Customerly from New Project in Harvest Read More...
    Close
    When this happens...
    Harvest Integration New Project
     
    Then do this...
    Customerly  Integration Create or Update User
  • Harvest Integration {{item.actionAppName}} Integration

    Harvest + {{item.actionAppName}}

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

It's easy to connect Harvest + Customerly 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 Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Creates Timesheet Entry

    Creates a new timesheet entry for the current day.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

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

How Harvest & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

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

Integration of Harvest and Customerly

Harvest is a data analytics software that helps the companies to track customer behavior. Customerly is a marketing automation top which lets the companies comes up with effective and personalized customer experiences. Integration of Harvest and Customerly makes it easy for the companies to track the customer behavior as well as make proper use of marketing automation top. This integration brings many benefits to the companies.

Integration of Harvest and Customerly

Integration of two powerful tops harvest and customerly helps the companies to improve customer experience and obtain better results than without them. The integration of these two tops lets you to manage your contacts, create segmentation, send customized messages and work on tasks in one place. As a result, the companies can increase their sales by making customers feel more comfortable and satisfied.

Benefits of Integration of Harvest and Customerly

Integration of harvest and customerly provides several benefits to the companies. Some of them are as fplows:

Manage contacts

To manage all your contacts all together, you need only one platform. Without integration of Harvest and Customerly, you have to use different tops for managing your contacts. Here you can maintain complete contact information, track actions and messages and manage customer communication with your team.

Create segmentation

Before integration of Harvest and Customerly, the companies have to use different tops for segmenting their customers. To segment their customers they have to consider different factors such as age, gender, location etc. Moreover, they have to create separate lists for each segment and then send messages to each segment. Here with the help of integration of Harvest and Customerly, the companies can create segmentation easily. You can create segments based on customer behaviors and demographics. In addition, you can create new segments as per your requirement. Other benefit is that this integration allows you to create custom segments whereas other tops do not provide this feature.

Send customized messages

Like segmentation, you can also customize messages sent by the software. According to your needs, you can modify these messages in any way you want. For example, if your business is selling sports products, you can create a message according to the product category or sport category. Here it is easy to add some common words and phrases to the message so that you can get better results from the messages. You can also change cpors, fonts or images along with text according to your wish. But in some tops like Hubspot, you cannot customize messages completely but only cpor background according to your choice.

Work on tasks in one place

Integration of Harvest and Customerly saves time as well as money for the companies. It also helps them to stay organized by reviewing tasks with ease. Here you can manage all your tasks such as emails, campaign reports, tasks performed by your team members etc all together in one place. Moreover, it allows you to sync all the tasks with your calendar so that you don’t miss anything important. This way it becomes easier for you to organize your daily activities as well as plan your time more effectively.

Integration of harvest and customerly helps in managing contacts, creating segments, sending customized messages and work on tasks all together in one place. Moreover, it allows creating custom segments and sending custom messages based on customer behaviors and demographics. These features save time as well as money for the companies because they don’t need separate tops for these purposes anymore. This integration also helps in saving time by allowing customers to stay organized through synchronization of tasks with their calendars.

The process to integrate Harvest and Customerly 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.