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.
Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.Salesmate.io Integrations
Harvest + Salesmate.ioCreate Contact to Salesmateio from New User Assignment in Harvest Read More...
Harvest + Salesmate.ioCreate Company to Salesmateio from New User Assignment in Harvest Read More...
Harvest + Salesmate.ioCreate Deal to Salesmateio from New User Assignment in Harvest Read More...
Harvest + Salesmate.ioCreate Activity to Salesmateio from New User Assignment in Harvest Read More...
Harvest + Salesmate.ioUpdate Contact in Salesmateio when New User Assignment is created in Harvest Read More...
It's easy to connect Harvest + Salesmate.io without coding knowledge. Start creating your own business flow.
Triggers when you add a new client.
Triggers when you add a new contact.
Triggers when you add a new invoice (with line item support).
Triggers when you add a new invoice.
Triggers when you add a new person.
Triggers when you add a new project.
Triggers when you add a new task.
Triggers when a new timesheet entry is created for today.
Triggers when a person is assigned to a project.
Triggers when a new activity is created.
Triggers when a New Company is created.
Triggers when a New Contact is created.
Triggers when a new Deal is created.
Creates a new timesheet entry for the current day.
Creates a new activity.
Creates a new company.
Creates a New Contact
Creates a new deals.
Updates an existing activity.
Updates an existing company.
Updates an existing contact.
Updating an existing deal.
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 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.
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.
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.