Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.
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
Salesmate.io + HarvestCreates Timesheet Entry to Harvest from New Contact in Salesmateio Read More...
Salesmate.io + HarvestCreates Timesheet Entry to Harvest from New Company in Salesmateio Read More...
Salesmate.io + HarvestCreates Timesheet Entry to Harvest from New Deal in Salesmateio Read More...
Salesmate.io + HarvestCreates Timesheet Entry to Harvest from New Activity in Salesmateio Read More...
Harvest + Salesmate.ioCreate Contact to Salesmateio from New User Assignment in Harvest Read More...
It's easy to connect Salesmate.io + Harvest without coding knowledge. Start creating your own business flow.
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.
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.
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.
Creates a new timesheet entry for the current day.
Salesmate.io is an integrated CRM that serves as a centralized base for sales teams and sales reps to manage everything from leads, to scheduling, and even recording and tracking calls. The purpose of this software is to make sure the sales team can focus on closing more deals, not managing their sales processes. It was built by a team with a strong background in sales and customer service and it has a fully customizable interface that allows you to build the perfect top for your team. Salesmate.io also has a mobile app so sales reps can manage their leads on the go. This software was created with the knowledge that most salespeople have to use multiple apps, tops, and programs throughout their day to manage their sales efforts. Most of these tops do not communicate well or at all with each other. Salesmate.io is designed to eliminate that problem by integrating all of these tops into one, easy-to-use platform.
Harvest is an online time tracking top that helps you keep track of your hours and easily add them to projects and invoices. It’s been used by entrepreneurs and freelancers since 2006 and it has over 1 million users. Harvest is simple, beautiful software that makes it easy to track your time. You can create customizable “recipes” for different projects and clients, easily add time from anywhere with the mobile app, and send custom reports directly to your clients. With the Harvest Calendar, you can see all of your time tracked automatically, no matter what device you are using. Harvest is flexible – it works with whichever billing software you prefer to use, whether it’s FreshBooks, QuickBooks, Stripe, or Bill.com.
By integrating Salesmate.io and Harvest, sales reps can more efficiently manage their leads and time.
By using Salesmate.io and Harvest together, sales reps can easily track their time across projects and clients. When they are scheduling meetings with clients or talking to leads on the phone, they can use Harvest to record the time they spend on those tasks. Then when they are planning out their schedules for the day or week ahead, they can use Salesmate.io to see how much time they have available to work on different tasks. Having these two tops work together helps sales reps plan their days effectively without wasting time or missing important tasks because they had too much or too little time scheduled for a client or project.
When sales reps use Salesmate.io and Harvest together, they are able to manage their leads more effectively. Harvest allows you to connect your CRM data from Salesmate.io with your calendar information so when a new lead comes in via email, you can schedule a meeting in your calendar immediately from within Harvest. When you schedule a meeting from within Harvest, this information is automatically added to your CRM data in Salesmate.io so you can keep track of every time you contact a lead and every client meeting you take. This way you know exactly when you last emailed a lead and when you last called him / her. It’s easy to keep track of all of your leads and stay organized without having to send yourself emails or try to remember what you did when you last talked to a specific person.
When using Harvest, sales reps are able to schedule meetings directly from their CRM data in Salesmate.io. When a new lead comes in through email, instead of sending yourself an email with the details of the meeting date and time, simply click on the link in the email Harvest sent you and schedule the meeting in your calendar right in front of your eyes from within the app on your phone! No need to copy and paste information from the email into another program just to schedule a meeting! This feature saves time and reduces the risk of errors – if anything goes wrong with scheduling a meeting through Salesmate.io’s integration with harvest (for example, if someone replies saying he / she isn’t available for that time), you can always reschedule the meeting in Harvest without having to log back into Salesmate.io again! The same goes for calling leads – when a lead replies saying he / she isn’t available for a phone call at your scheduled time, simply change the date or time in your calendar right then & there in Harvest! You don’t even have to log back into Salesmate.io!
When sales reps use both Salesmate.io and Harvest together, their calendars are instantly populated with opportunities (leads), contacts (clients), events (meetings), tasks (leads assigned), etc., so they can schedule their day efficiently from their calendar view rather than having to search through their CRM data for leads who need help getting started or contacting clients who haven’t responded recently. When they access their calendar in Harvest, they will see all of their opportunities (leads), contacts (clients), events (meetings), tasks (leads assigned), etc., right at their fingertips! This feature helps eliminate clutter in your CRM data so you can see what needs your attention without having to dig through pages of information or make separate notes about what clients need help with or which leads need fplow up calls before the end of the month! All of this information is readily available right on your calendar! And if something changes with a lead or customer – like if they respond saying they aren’t available on a certain date – you will be notified instantly so you can update your schedule accordingly!
The integration between Salesmate.io and Harvest allows you to see when you last contacted a lead or client – no matter where you are or what device you are using! With the integration between these two platforms, whenever you schedule a meeting in Harvest, this information is automatically added to your CRM data in Salesmate.io so you can look up any lead or client anytime! If a client responds saying she isn’t available for that time but would be available for another time in the future, simply change that date right then & there in your calendar! You don’t even have to log back into Salesmate.io again! And if you ever want to see when you last contacted a specific lead or client, simply check your CRM data in Salesmate.io! Using these features together helps eliminate redundancy by making sure you never forget to contact someone again after they respond saying they aren’t available on a specific date! This way you never miss an opportunity again!
The process to integrate Salesmate.io 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.