Integrate Harvest with Zoho Connect
Appy Pie Connect allows you to automate multiple workflows between Harvest and Zoho Connect
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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 Zoho Connect
Zoho Connect is a team collaboration platform that allows you to bring together your workers, partners, vendors, and anyone else that contributes value to your work, as well as give you the space and resources you need to interact and complete tasks more quickly.
Zoho Connect IntegrationsBest ways to Integrate Harvest + Zoho Connect
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Harvest + Zoho Connect
Create Private Event to Zoho Connect from New User Assignment in Harvest Read More...When this happens...
New User Assignment
Then do this...
Create Private Event
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Harvest + Zoho Connect
Create Feed to Zoho Connect from New User Assignment in Harvest Read More...When this happens...
New User Assignment
Then do this...
Create Feed
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Harvest + Zoho Connect
Invite User to Network in Zoho Connect when New User Assignment is created in Harvest Read More...When this happens...
New User Assignment
Then do this...
Invite User to Network
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Harvest + Zoho Connect
Create Private Task to Zoho Connect from New User Assignment in Harvest Read More...When this happens...
New User Assignment
Then do this...
Create Private Task
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Harvest + Zoho Connect
Create Event to Zoho Connect from New User Assignment in Harvest Read More...When this happens...
New User Assignment
Then do this...
Create Event
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When this happens...
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It's easy to connect Harvest + Zoho Connect without coding knowledge. Start creating your own business flow.
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New Client
Triggers when you add a new client.
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New Contact
Triggers when you add a new contact.
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New Invoice
Triggers when you add a new invoice (with line item support).
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New Invoice
Triggers when you add a new invoice.
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New Person
Triggers when you add a new person.
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New Project
Triggers when you add a new project.
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New Task
Triggers when you add a new task.
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New Timesheet Entry
Triggers when a new timesheet entry is created for today.
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New User Assignment
Triggers when a person is assigned to a project.
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New Event
Triggers when a new event is added.
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New Feed
Triggers when a new status (Feed) is added.
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New Group Member
Triggers when new member is added to a group.
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New Mention
Triggers when you are mentioned in a status.
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New Network Member
Triggers when new member is added to a network.
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New Task
Triggers when a new task is added.
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Creates Timesheet Entry
Creates a new timesheet entry for the current day.
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Add Member to Group
Adds user to a group (invite and add, if the user is not a member of the network).
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Create Event
Adds a new event in a specific group.
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Create Feed
Adds a new status (Feed) in a specific group.
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Create Private Event
Creates a private event.
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Create Private Task
Adds a private task.
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Create Task in Board
Adds a new task in a specific board.
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Invite User to Network
Sends an invite to the user to join your network.
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How Harvest & Zoho Connect Integrations Work
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Step 1: Choose Harvest as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zoho Connect as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Harvest to Zoho Connect.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Harvest and Zoho Connect
Harvest
Harvest is an invoicing top used by companies to manage their payrpl, and to track time entry. It also comes with other business features such as project management, resource management and client management. Harvest helps businesses manage their finances by connecting to a company’s bank account and automatically tracking expenses. Harvest integrates with more than 5,000 applications such as Slack, Google Docs, Dropbox, Asana, Trello, QuickBooks and many others.
Zoho Connect
Zoho Connect is a cloud-based SaaS application that provides secure email and contacts synchronization. Users can synchronize their Gmail or Outlook contacts with Zoho CRM without having to manually add contacts one by one. Zoho Connect also lets users sync their Zoho CRM contacts with Gmail or Outlook. Evernote and Slack are just some of the other applications that Zoho Connect can connect to.
Integration of Harvest and Zoho Connect
In November 2018 at its annual Tradearama conference, Harvest announced integration with Zoho Connect. This integration allows Harvest users to sync data from their Harvest accounts to Zoho Connect. Through this integration, reports from Harvest can be sent to Zoho Connect to be automatically linked to users’ Gmail account. This eliminates the need for Zoho users to re-enter information from their Harvest reports into the CRM system. The connection between Harvest and Zoho also allows all users in your team to view and edit reports from the same location. This makes it easier for multiple users in your organization to access the same information about your clients. If a new contact is created in Harvest, it will be automatically synchronized with the corresponding contact in Zoho CRM. In addition to integrating data between Harvest and Zoho Connect, the two platforms also allow users to receive updates on opportunities or tasks in your email inbox.
Benefits of Integration of Harvest and Zoho Connect
With this integration, you can now perform the fplowing tasks using both platforms:
Send reports from Harvest directly into your email inbox using Gmail or Outlook. You can also send reports directly into your CRM using Zoho CRM. You can set up filters so that only important information appears in your email box. You do not have to enter any data twice. If you add a new contact in Harvest, it will be automatically added to your contact list in Zoho CRM. You can also view related information about the contact in both tops and create tasks directly from the email client instead of having to log in to your CRM first and then creating a task. You can create tasks directly from a new email message in your inbox. When you create a task from an email message, you do not have to search for the contact name, remember which sales stage the contact is in, or figure out which opportunity the contact is connected to. All that information will already be available because you are working directly from the context of the message thread.
This integration makes it easy for businesses to keep the right information about their clients within reach at all times, eliminating duplicate data entry and improving efficiency throughout the sales process.
The process to integrate Harvest and Zoho 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.
