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Integrate SugarCRM with Harvest

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

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About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

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 SugarCRM and Harvest Integrations

  • SugarCRM Integration Harvest Integration

    SugarCRM + Harvest

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

    SugarCRM + Harvest

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

    SugarCRM + Harvest

    Creates Timesheet Entry to Harvest from New User in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New User
     
    Then do this...
    Harvest Integration Creates Timesheet Entry
  • SugarCRM Integration Harvest Integration

    SugarCRM + Harvest

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

    SugarCRM + Harvest

    Creates Timesheet Entry to Harvest from New Task in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Task
     
    Then do this...
    Harvest Integration Creates Timesheet Entry
  • SugarCRM Integration {{item.actionAppName}} Integration

    SugarCRM + {{item.actionAppName}}

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

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

    Triggers
  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

  • 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 Case

    Create a new case

  • 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 SugarCRM & Harvest Integrations Work

  1. Step 1: Choose SugarCRM 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 SugarCRM to Harvest.

    (2 minutes)

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

Integration of SugarCRM and Harvest

The SugarCRM and Harvest Integration allows users to gather, organize and categorize the information they need. Furthermore, the integration makes it possible to export the contact records of an individual SugarCRM account into a Harvest account. This is particularly helpful for those business that want to manage their data in both software platforms.

Integration of SugarCRM and Harvest

SugarCRM and Harvest are two of the most popular pieces of customer relationship management software available today. However, what happens when you have clients who use both tops? The integration process allows you to easily connect your SugarCRM contacts with Harvest, making it easy for you to import SugarCRM contacts into your Harvest account. The integration also makes it easy for you to export SugarCRM contact records into your Harvest account.

Benefits of Integration of SugarCRM and Harvest

There are several benefits associated with the integration of SugarCRM and Harvest. For example, businesses can enjoy increased efficiency because they do not need to manually enter information twice. By using the integration process, businesses no longer need to worry about making sure that all client information is entered correctly in both programs. Furthermore, there is no need to manually copy and paste client records between both programs because the integration allows you to do this automatically.

In conclusion, the integration of SugarCRM and Harvest helps companies cut down on wasted time and effort. By using this software, companies can focus their efforts on other tasks that are more important. In addition, you no longer need to spend hours making sure that all of your clients’ information is entered into both programs.

The process to integrate SugarCRM 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.