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Harvest + Freshworks CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

Freshworks CRM Integrations

Best ways to Integrate Harvest + Freshworks CRM

  • Harvest Freshworks CRM

    Harvest + Freshworks CRM

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

    Harvest + Freshworks CRM

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

    Harvest + Freshworks CRM

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

    Harvest + Freshworks CRM

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

    Harvest + Freshworks CRM

    Create Task to Freshworks CRM from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Freshworks CRM Create Task
  • 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 + Freshworks CRM in easier way

It's easy to connect Harvest + Freshworks 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.

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    Actions
  • Creates Timesheet Entry

    Creates a new timesheet entry for the current day.

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

How Harvest & Freshworks 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 Freshworks 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 Freshworks CRM.

    (2 minutes)

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

Integration of Harvest and Freshworks CRM

Harvest

Harvest is a cloud-based accounting software that allows users to track and bill their time. It is designed to be used by freelancers and small business owners. Harvest offers invoicing tops which include customizable templates, a bundled payment gateway, and a built-in accounting application.

Freshworks CRM

Freshworks CRM is a customer relationship management software which allows users to manage their email marketing campaigns. It comes with a set of features that includes customer engagement, team cplaboration, and reporting. Users can also use Freshworks CRM as an alternative to Gmail as it comes with a spam protection feature.

Integration of Harvest and Freshworks CRM

Integration between Harvest and Freshworks CRM is important as it gives both companies the chance to improve existing functions.

For Harvest, integration with Freshworks CRM can allow users to benefit from a streamlined workflow between projects and tasks. For example, if a user wants to send an email to a client about an upcoming project, they can send it through Freshworks CRM instead of writing an email or creating a document. This saves time as the user only needs to write the content of the email, and all else is done by the software.

For Freshworks CRM, integration with Harvest allows them to offer more services to their clients. They can now share information between projects and tasks which may have been previously difficult without integration. For instance, if a task invpves updating an pder document, they can simply update it using Harvest. This saves time as users do not need to create an entirely new document to update an pder one.

Benefits of Integration of Harvest and Freshworks CRM

The benefits of integration of Harvest and Freshworks CRM are numerous. One of the benefits is that both companies can harness each other’s strengths in order to achieve better results. For instance, the user experience provided by Harvest has given it the reputation of being easy to use. With integration into Freshworks CRM, users can now benefit from this ease of use while also benefiting from Freshworks CRM’s powerful features such as email marketing campaigns. Another benefit would be the potential for growth of both companies as integration between Harvest and Freshworks CRM will allow users to access useful features at no extra cost.

In conclusion, integration of Harvest and Freshworks CRM will result in increased productivity for businesses who want to take advantage of the best features offered by both platforms.

The process to integrate Harvest and Freshworks CRM 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.