Harvest + Salesforce Integrations
Appy Pie Connect allows you to automate multiple workflows between Harvest and Salesforce
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 Salesforce
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
Salesforce IntegrationsLooking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives
-
Zoho CRM
-
Pipedrive
-
HubSpot CRM
-
Agile CRM
Best ways to Integrate Harvest + Salesforce
-
When this happens...
New Project
Then do this...
Create Project
Asana is a great tool to be used as a project management tool. Now it is really easy for you to convert your Harvest data into Asana projects. . Once you've set up this Harvest-Asana integration, Appy Pie Connect will watch your Harvest account and whenever a new project is added to Harvest, it will be automatically added to Asana. This integration will keep your project management apps in sync without any coding.How Does It Work- A project is created in Harvest
- Appy Pie Connect adds a project in Asana
What You Need- Harvest account
- Asana account
-
Harvest + Google Sheets
Create a row in Google Sheets spreadsheet for new Harvest time entry Read More...When this happens...
New Timesheet Entry
Then do this...
Create Spreadsheet Row
Use Appy Pie Connect to start automatically uploading new time entries to a Google Sheets spreadsheet if you'd like your Harvest time entries to be sent somewhere else for further analysis or reporting. New time entries from that point on are inserted as new rows in a spreadsheet when you set up this Harvest-Google Sheets link.How It Works- A project is created in Harvest
- Appy Pie Connect adds a new row in a Google Sheets spreadsheet
What You Need- Harvest account
- Google Sheets account
-
Harvest + MailChimp
Automatically adds contacts to MailChimp list when they are created in Harvest Read More...When this happens...
New Contact
Then do this...
Add/Update Subscriber
This Connect Flow can be used to build your MailChimp lists automatically by adding anyone who creates a new contact in Harvest. Once you connect your Harvest and MailChimp accounts, all new contacts created in Harvest will be added to your MailChimp list automatically. No more copy and pasting. The benefit of this integration is the easy link to manage leads in your Mailchimp account directly from Harvest.How It Works- A project is created in Harvest
- Appy Pie Connect adds or updates subscribers in Mailchimp
What You Need- Harvest account
- Mailchimp account
-
When this happens...
New Event
Then do this...
Create Detailed Event
You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.How It Works- Triggers when a new event is created in Salesforce
- Appy Pie Connect automatically adds that event to Google Calendar
What You Need- A Salesforce account
- A Google Calendar account
-
Salesforce + Google Calendar
Add new Salesforce events to Google Calendar as detailed events Read More...When this happens...
New Event
Then do this...
Create Detailed Event
With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.How It Works- Triggers when a new event is created in Salesforce
- Appy Pie Connect adds that same event to a Google Calendar in details
What You Need for this Integration- A Salesforce account
- A Google Calendar account
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Harvest + Salesforce without coding knowledge. Start creating your own business flow.
-
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 Account
Triggers the moment a new account is created.
-
New Case
Triggers whenever a new case is created in your account.
-
New Contact
Triggers upon the creation of a new contact.
-
New Event
Triggers upon the creation of a new event.
-
New Lead
Triggers the moment there is a new lead in your account.
-
New Opportunity
Triggers upon the creation of a new opportunity.
-
New Product
Triggers upon the creation of a new product.
-
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
-
New Task
Triggers whenever a new task is created in your account.
-
Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
-
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
-
Creates Timesheet Entry
Creates a new timesheet entry for the current day.
-
Create Contact
Create a new contact.
-
Create Custom Object
Create a new custom object as per your choice.
-
Create Event
Create a new event.
-
Create Lead
Create a new lead.
-
Create Opportunity
Create a new opportunity.
-
Create Record
Creates a record.
-
Update Contact
Update an existing contact.
-
Update Custom Object
Modify an existing custom object (of the type you choose).
-
Update Record
Updates a existing record.
How Harvest & Salesforce Integrations Work
-
Step 1: Choose Harvest as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Salesforce as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Harvest to Salesforce.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Harvest and Salesforce
Harvest?
Harvest is a project management top designed to help small businesses run their businesses more efficiently. Harvest allows you to create and track projects, manage tasks, track time, and invoice clients.
Salesforce is a cloud-based customer relationship management (CRM. platform. It works as a sales and marketing automation top for companies of all sizes. Salesforce integrates with many other software platforms, including Microsoft Outlook, Google Gmail, and Dropbox.
In this section, I will describe how Harvest and Salesforce can work together. I will cover the fplowing topics:
- Benefits of Integration of Harvest and Salesforce
- Integration Process
- Integration Problems
- Harvest Data in Salesforce Data
- Harvest to Salesforce Functionality
Integration between Harvest and Salesforce provides many benefits for users. Some of these benefits include:
- Integrating Salesforce with Harvest helps automate the billing process.
- Harvest integrates with CRM systems and e-mail marketing services, which gives you access to many tops. This means that you can send out email newsletters to your clients. You can also manage all of your client data in one place. This makes it much easier for you to communicate with your clients in a personalized way. Using the Salesforce service, you can also automate many processes, such as sending out reminder emails for deadlines. You can also get notifications if an invoice has not been paid. This reduces the need for you to manually check what is outstanding on your invoices. You can streamline your project management and billing process by using the Salesforce service. This can save you lots of time, freeing up your time for other important things like growing your business.
The integration process between Harvest and Salesforce includes the fplowing steps:
- Connecting Your Accounts To Integrate With Harvest and Salesforce
To integrate your accounts with Harvest, you have to install the Harvest Chrome extension. Fplow these steps to connect your accounts with Harvest:
Step 1. Navigate to the settings tab in Google Chrome and select “Extensions” from the drop-down menu.
Step 2. Select “Developer Mode” from the drop-down menu. From the Developer mode drop-down menu, select “Load Unpacked Extension” (see Figure 1.
Figure 1 – Developer Mode Drop-Down Menu Option
The process to integrate Harvest and RingCentral 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.
