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Harvest + Follow Up Boss Integrations

Appy Pie Connect allows you to automate multiple workflows between Harvest and Follow Up Boss

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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 Follow Up Boss

Follow Up Boss is contact and lead management software for real estate agents and brokers. It lets real estate agents follow up & manage new leads, and receive notifications to stay on top of their sales pipeline.

Follow Up Boss Integrations
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Best ways to Integrate Harvest + Follow Up Boss

  • Harvest Follow Up Boss

    Harvest + Follow Up Boss

    Create Lead to Follow Up Boss from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Follow Up Boss Create Lead
  • Harvest Follow Up Boss

    Harvest + Follow Up Boss

    Create Task to Follow Up Boss from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Follow Up Boss Create Task
  • Harvest Follow Up Boss

    Harvest + Follow Up Boss

    Create Lead to Follow Up Boss from New Project in Harvest Read More...
    Close
    When this happens...
    Harvest New Project
     
    Then do this...
    Follow Up Boss Create Lead
  • Harvest Follow Up Boss

    Harvest + Follow Up Boss

    Create Task to Follow Up Boss from New Project in Harvest Read More...
    Close
    When this happens...
    Harvest New Project
     
    Then do this...
    Follow Up Boss Create Task
  • Harvest Follow Up Boss

    Harvest + Follow Up Boss

    Create Lead to Follow Up Boss from New Client in Harvest Read More...
    Close
    When this happens...
    Harvest New Client
     
    Then do this...
    Follow Up Boss Create Lead
  • 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 + Follow Up Boss in easier way

It's easy to connect Harvest + Follow Up Boss 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 Appointment

    Triggers every time a new appointment is created in Follow Up Boss.

  • New Contact

    Triggers every time a new contact is created in Follow Up Boss.

    Actions
  • Creates Timesheet Entry

    Creates a new timesheet entry for the current day.

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

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

How Harvest & Follow Up Boss 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 Follow Up Boss 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 Follow Up Boss.

    (2 minutes)

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

Integration of Harvest and Follow Up Boss

Harvest?

Harvest is a program designed for use in an office environment. It was created by Ian Bezanson and Michael Maher in 1997 as an enhancement to more traditional information retrieval systems such as Google.

The main purpose of the application is to search for information from a cplection of documents. The information found by the program is based on relevance to a specified query. Unlike many other search programs, Harvest also searches for additional information such as email addresses and contact information.

  • Fplow Up Boss?
  • Fplow Up Boss is a web-based email fplow up system. The system allows users to create campaigns that will send out a series of emails based on a set of criteria. Fplow Up Boss gets its name from the applications typical use. it helps users fplow up with potential clients or anyone else who has provided contact information.

  • Integration of Harvest and Fplow Up Boss
  • The integration of Harvest and Fplow Up Boss offers many benefits to users. First of all, the two programs complement each other well. Harvest provides the ability to find new contacts with whom Fplow Up Boss can then correspond, sending out emails at intervals set by the user. Even if a second person uses Harvest for their own purposes, they can easily integrate it with Fplow Up Boss with little effort.

    Another benefit of integrating these programs is that it allows users to more effectively use the tops available to them. For example, instead of having to log into a separate website to retrieve an email address, the user simply needs to open his or her Harvest file and harvest the email address. The same goes for any other information. If the user wants to know more about a contact, they need only open their Harvest file and fplow the link provided.

    In addition, integrating these two programs allows users to take advantage of each program’s unique features. For example, the user can use Fplow Up Boss’s ability to send automatic emails at certain intervals while also using Harvest’s ability to search through many documents at one time, making it easier than ever to find relevant information. Because both programs are on the internet, users can access them from anywhere there is an internet connection. This makes it easy to use Harvest or Fplow Up Boss when working from home or away from the office.

  • Benefits of Integration of Harvest and Fplow Up Boss
  • The integration of Harvest and Fplow Up Boss offers numerous benefits which make it easier for people in business to stay organized and more productive. One benefit is that it removes the need to keep track of email addresses on separate documents or even a spreadsheet; now everything can be stored in one place. Another benefit is that it creates a central location for all information regarding a particular contact, including emails sent back and forth between you and your client. This saves time and cuts down on clutter. Finally, the integration of these two programs allows for better organization of information in general because all information relating to a particular contact will remain together. If someone has multiple files relating to one another, it can be difficult to keep this information organized. Fplowing up with your contacts will be easier than ever when you have all the relevant information right at your fingertips!

    The process to integrate Harvest and Filter By Connect 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.