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Harvest + Zoho CRM Integrations

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

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
Zoho CRM Alternatives

Looking for the Zoho CRM Alternatives? Here is the list of top Zoho CRM Alternatives

  • Salesforce Salesforce
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate Harvest + Zoho CRM

  • Harvest Zoho CRM

    Harvest + Zoho CRM

    Create/Update Lead to Zoho CRM from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Harvest Zoho CRM

    Harvest + Zoho CRM

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

    Harvest + Zoho CRM

    Create Module Entry to Zoho CRM from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Zoho CRM Create Module Entry
  • Harvest Zoho CRM

    Harvest + Zoho CRM

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

    Harvest + Zoho CRM

    Create/Update Lead to Zoho CRM from New Project in Harvest Read More...
    Close
    When this happens...
    Harvest New Project
     
    Then do this...
    Zoho CRM Create/Update Lead
  • 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 + Zoho CRM in easier way

It's easy to connect Harvest + Zoho 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 Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Creates Timesheet Entry

    Creates a new timesheet entry for the current day.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Harvest & Zoho 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 Zoho 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 Zoho CRM.

    (2 minutes)

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

Integration of Harvest and Zoho CRM

Definition of Harvest and Zoho CRM:

Harvest is a time tracking software for freelancers. It is used by companies that have small teams, or are just starting up. The creators of Harvest have stated that they built this software with the intention of making it easy to use, while at the same time, configurable enough to fit most businesses.

Zoho CRM is a customer relationship management software. The developers of this software have made it very easy to use, while also providing enough configuration options for businesses to customize it to their needs. This software has features that are suitable for small companies all the way up to enterprise-level organizations.

I will be referring to both Harvest and Zoho CRM as “the apps” in my article.

  • Integration of Harvest and Zoho CRM with each other allows better communication between the two systems. This integration allows users to get information from one system into the other, or vice versa.
  • Benefits of Integration of Harvest and Zoho CRM:
  • Integration of Harvest and Zoho CRM can be beneficial to both companies and their employees. For instance, integration of Harvest and Zoho CRM allows users to track time in real-time across all devices, so you don’t have to waste time entering timesheets manually. This also allows users to get more accurate time tracking data for their business. This integration also allows users to get notifications and email alerts when an employee is about to work beyond their allotted hours, or when they should expect an invoice to be sent out. This integration also gives users the ability to create purchase orders directly from Harvest, which can help reduce the amount of paperwork that employees need to fill out. It also allows users to add items from Harvest into a project in Zoho CRM, which can make invoicing faster and easier for your business. Integration of Harvest and Zoho CRM can give your business a competitive advantage over other businesses who do not use these two apps together.

    :

    Integration of Harvest and Zoho CRM is beneficial to both employees and employers alike. Employees can benefit from being able to track their time in real-time on all devices, creating purchase orders directly from Harvest, and being notified when their hours are about to exceed their allotted hours. Employers can benefit from being able to get more accurate time tracking data, being able to receive notifications when their employees are going to exceed their allotted hours, being able to create purchase orders directly from Harvest, and being able to add items from Harvest directly into a project in Zoho CRM.

    The process to integrate Harvest and Zoho 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.