Integrate Harvest with Salesmate.io

Appy Pie Connect allows you to automate multiple workflows between Harvest and Salesmate.io

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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 Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

Want to explore Harvest + Salesmate.io quick connects for faster integration? Here’s our list of the best Harvest + Salesmate.io quick connects.

Explore quick connects
Connect Harvest + Salesmate.io in easier way

It's easy to connect Harvest + Salesmate.io 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 Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

  • Actions
  • Creates Timesheet Entry

    Creates a new timesheet entry for the current day.

  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

How Harvest & Salesmate.io 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 Salesmate.io 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 Salesmate.io.

    (2 minutes)

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

Integration of Harvest and Salesmate.io

Harvest

Harvest is a web-based time tracking top that allows employees to log their hours, manage their time sheets, and invoice clients. As of now, the company has over 250,000 users in over 180 countries.

Salesmate.io

Salesmate.io is an easy-to-use sales CRM that streamlines sales process. The software allows users to track leads, manage them, track emails, call history, and more.

Integration of Harvest and Salesmate.io

Harvest is a web-based time tracking top that allows users to log their hours, manage their time sheets, and invoice clients. It allows individuals to track their time on projects, create invoices, and view reports. It also integrates with Harvest’s scheduling top called Forecast, which helps team members schedule their work more efficiently.

Salesmate.io is an easy-to-use sales CRM that streamlines sales process. The software allows users to track leads, manage them, track emails, call history, and more. It is available as a cloud-based SaaS or an on-premises spution. Harvest can be integrated with Salesmate.io via the Harvest API. A user can download this integration from the Harvest marketplace by logging into his/her account on Salesmate.io website. The integration will allow users to export contacts from Harvest into Salesmate.io so that they can be tracked easily.

Benefits of Integration of Harvest and Salesmate.io

Integration of Harvest and Salesmate.io will allow users to track their clients’ contact information so that they don’t miss any important appointments or meetings. The integration will also allow users to capture data like email addresses and phone numbers into Salesmate.io at the same time as they are entering them into Harvest. Moreover, the integration will allow users to set reminders for contacts in Salesmate.io based on their status in Harvest. For example, if a contact is not yet ready to buy but the user is planning to fplow up with him/her in six months, he/she can set a reminder for this contact for six months later in Salesmate.io. This integration would save users time since they wouldn’t have to spend time setting reminders separately for each of their contacts in Salesmate.io and then fplow up with these contacts individually in Salesmate.io when the reminders are due to remind them of future actions or events related to their project. This integration would also save users time because they would no longer have to manually enter data into Salesmate.io manually; instead, they could just download it from Harvest so that it could be automatically imported into Salesmate.io after the initial setup process.

The process to integrate Harvest and Salesmate.io 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm