Integrate Odoo CRM with Harvest

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

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About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

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.

Harvest Integrations
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Best Odoo CRM and Harvest Integrations

  • Odoo CRM Integration Harvest Integration

    Odoo CRM + Harvest

    Creates Timesheet Entry to Harvest from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Harvest Integration Creates Timesheet Entry
  • Odoo CRM Integration Harvest Integration

    Odoo CRM + Harvest

    Creates Timesheet Entry to Harvest from New Customer in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Customer
     
    Then do this...
    Harvest Integration Creates Timesheet Entry
  • Odoo CRM Integration Odoo CRM Integration

    Harvest + Odoo CRM

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

    Harvest + Odoo CRM

    Create Customer to Odoo CRM from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Odoo CRM Integration New User Assignment
     
    Then do this...
    Odoo CRM Integration Create Customer
  • Odoo CRM Integration Odoo CRM Integration

    Harvest + Odoo CRM

    Update Customer in Odoo CRM when New User Assignment is created in Harvest Read More...
    Close
    When this happens...
    Odoo CRM Integration New User Assignment
     
    Then do this...
    Odoo CRM Integration Update Customer
  • Odoo CRM Integration {{item.actionAppName}} Integration

    Odoo CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Odoo CRM + Harvest in easier way

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • 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 Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Creates Timesheet Entry

    Creates a new timesheet entry for the current day.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Odoo CRM & Harvest Integrations Work

  1. Step 1: Choose Odoo CRM 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 Odoo CRM to Harvest.

    (2 minutes)

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

Integration of Odoo CRM and Harvest

Odoo is a suite of open source business applications that is used by over 150 000 companies world-wide. Odoo started in France in 2005 as an internal project meant to help a French public sector organization manage its personnel. The software later became available under the AGPL license, and the company behind the project decided to turn it into a full-fledged commercial product.

In 2013, Odoo was acquired by a Chinese group for the sum of $200 million. Today, Odoo is available in English, French, Spanish, Russian, Japanese, and Chinese. It has a large community of users and developers who are constantly adding new features and tweaking the existing ones.

Harvest is an online time tracking top that enables its users to track their time and get paid for it. It is an open source project, which means freely available to anyone who wants to use it. Harvest is written with Node.js, React, and Redux. Harvest is used by more than 5000 businesses around the world.

Integration of Odoo CRM and Harvest

Integration of Odoo CRM and Harvest allows you to synchronize your client records and harvest timesheets. This integration can be done manually or through an automation script. Both versions have their advantages and disadvantages.

Manual integration is simple to do, but it requires additional time from you and your team to set it up. You need to know how to connect Odoo and Harvest manually and create schedules for synchronization of data from one to another.

Automation of data synchronization between Odoo CRM and Harvest is a faster option that requires only little work from you and your team. The downside of automation is that you have to decide on the time interval for updates and need to configure the script for the task. You will also have to maintain this script in case the data needs to be updated more often or less often than configured before.

Benefits of Integration of Odoo CRM and Harvest

The main benefit of integration of Odoo CRM and Harvest is flexibility. Both tops are open source, which means that you should be able to customize them according to your needs rather than being limited by specific requirements of the tops themselves. You can always modify your design at any time if something doesn’t work as expected.

Another benefit is that integration of these two tops allows you to save time on data entry. If you have clients spread across multiple geographical locations and use different currencies, having all their information in one place will save you a lot of time spent doing bookkeeping. With this integration, you can go through all the data once instead of doing it multiple times in different systems, which saves you a lot of time and effort.

Integration of Odoo CRM and Harvest also allows you to synchronize data so that no information is lost or forgotten. For example, if you add a new client in Odoo, he will automatically appear in Harvest and vice versa. If you update some info about a client in Odoo (such as his phone number), this information will also be updated in Harvest (and vice versa. Having all your data synchronized ensures that you don’t need to enter it twice in different places, which saves you time and effort. Integration of these two tops also allows you to see at a glance what hours or what activities were performed for each client during a certain period of time.

Integration of Odoo CRM with Harvest allows for synchronization of customer data between these two tops. This integration saves time on entering data into both tops and allows for quick access to all the information stored in them. Integration of Odoo CRM and Harvest also offers many other benefits such as flexibility and increased options for reporting your work hours. Overall, integration of these two tops makes the whpe process of managing clients easier, faster, more efficient, and more accurate.

The process to integrate Odoo CRM and Harvest 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.