Integrate Salesmate.io with Harvest

Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and Harvest

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About Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

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 Salesmate.io and Harvest Integrations

  • Salesmate.io Integration Harvest Integration

    Salesmate.io + Harvest

    Creates Timesheet Entry to Harvest from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    Harvest Integration Creates Timesheet Entry
  • Salesmate.io Integration Harvest Integration

    Salesmate.io + Harvest

    Creates Timesheet Entry to Harvest from New Company in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Company
     
    Then do this...
    Harvest Integration Creates Timesheet Entry
  • Salesmate.io Integration Harvest Integration

    Salesmate.io + Harvest

    Creates Timesheet Entry to Harvest from New Deal in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Deal
     
    Then do this...
    Harvest Integration Creates Timesheet Entry
  • Salesmate.io Integration Harvest Integration

    Salesmate.io + Harvest

    Creates Timesheet Entry to Harvest from New Activity in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Activity
     
    Then do this...
    Harvest Integration Creates Timesheet Entry
  • Salesmate.io Integration Salesmate.io Integration

    Harvest + Salesmate.io

    Create Contact to Salesmateio from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Salesmate.io Integration New User Assignment
     
    Then do this...
    Salesmate.io Integration Create Contact
  • Salesmate.io Integration {{item.actionAppName}} Integration

    Salesmate.io + {{item.actionAppName}}

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

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

    Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal 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 Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

  • 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 Salesmate.io & Harvest Integrations Work

  1. Step 1: Choose Salesmate.io 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 Salesmate.io to Harvest.

    (2 minutes)

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

Integration of Salesmate.io and Harvest

Salesmate.io

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

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.

Integration of Salesmate.io and Harvest

By integrating Salesmate.io and Harvest, sales reps can more efficiently manage their leads and time.

  • Time Tracking

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.

  • Lead Management

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.

  • Scheduling Meetings (Leads)

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!

  • CRM Data in Calendar (Leads)

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!

  • Meeting History (Leads/Clients)

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.