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Integrate Intercom with Harvest

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Intercom Integrations
About Intercom

Intercom is a customer communication platform built for business, used by many businesses from small start-ups to global enterprises. It enables targeted communication with customers on your website, inside your web and mobile apps, and by e-mail.

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.

Intercom + Harvest Quick Connects

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

Explore quick connects
Harvest Alternatives

Looking for the Harvest Alternatives? Here is the list of top Harvest Alternatives

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  • Time Doctor Integration Time Doctor
  • RescueTime Integration RescueTime
  • Kanban Integration Kanban
  • Microsoft To-Do Integration Microsoft To-Do
  • Timely by Memory Integration Timely by Memory
Connect Intercom + Harvest in easier way

It's easy to connect Intercom + Harvest without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Closed Conversation

    Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).

  • New Conversation

    Triggers when a new conversation is created by a user in Intercom.

  • New Lead

    Triggers when a new Lead is created.

  • New User

    Triggers when a new user is created.

  • 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.

  • Actions
  • Create/Update Lead

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

  • Create/Update User

    Update a user within Intercom given their e-mail address.

  • Send Incoming Message

    Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.

  • Creates Timesheet Entry

    Creates a new timesheet entry for the current day.

How Intercom & Harvest Integrations Work

  1. Step 1: Choose Intercom 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 Harvest 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 Intercom to Harvest.

    (2 minutes)

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

Integration of Intercom and Harvest

Intercom?

Intercom is a customer communication platform. It helps businesses communicate with their customers in real time. It provides different communication channels to interact with customers. email, SMS, live chat, and so on.

  • Harvest?

    • Harvest is a CRM. It helps businesses manage the sales process from lead generation to closing deals. It has functions like:

    Email Automation (which allows you to set up auto-responses or automatically send emails based on specific triggers)

    Workflows (which enables you to build complex rules and actions)

    Task Management

    Sales Forecasting

    Scheduling

    Reporting

    Email Templates

    Comparing Harvest and Intercom, Harvest focuses on sales management whereas Intercom focuses on customer communication. Integration of Intercom and Harvest can help businesses strengthen their customer relations through better communication and sales management. This will increase conversion rates.

  • Integration of Intercom and Harvest

    • Integration of Intercom and Harvest means that the fplowing points should be considered:

  • Data Migration. Data migration is a complex task. Proper data migration framework must be set up firstly. There should be a clear migration plan which includes all technical requirements, step by step.
  • System Integration. There should be an integration plan of Salesforce and Intercom. The integration plan should include all technical requirements, step by step.
  • User Training. Both Salesforce and Intercom have different interfaces and functionalities. Even though they are both highly intuitive, users need to be trained to use them properly. They need to learn how to leverage the new functionalities that they get from integration. For example, if a user wants to add a customer to Salesforce, he should know that he can click the '+' button or he can go to his 'Contacts' page and then click the '+' button in the topbar to add a new contact to Salesforce. The same thing happens when they update data in Intercom; it creates a task in Salesforce and vice versa. Therefore, training can increase efficiency. Furthermore, not only the users but also the employees in other departments should be introduced to the new system. For example, if a sales manager receives an appointment via email, he needs to know that the contact details are already in Salesforce so he can connect with the customer immediately without going back to Intercom or sending another email because it will reduce the time needed to make the connection. It will save time and money for the company as well as for customers. Therefore, training is necessary for both users and employees in other departments.

    • The process to integrate Intercom and HTML/CSS to Image 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.

    App Integrations Frequently Asked Questions

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    Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm