?>

Agile CRM + Harvest Integrations

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

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

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
Harvest Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Toggl Toggl
  • Time Doctor Time Doctor
  • RescueTime RescueTime

Best Agile CRM and Harvest Integrations

  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Turn new Agile CRM Contacts into MailChimp subscribers Read More...
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Both, Agile CRM and MailChimp are popular marketing automation platforms that enable millions of businesses run successful marketing campaigns. When you sync the two apps, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically turn your Agile CRM Contacts into MailChimp subscribers thereby broadening your audience base. Don’t waste another minute! Automate your workflow now without any coding or programming skills.
    How It Works
    • Whenever a new contact is added on Agile CRM
    • Appy Pie Connect automatically adds it to MailChimp as a new subscriber
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Send Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    Deals are one of the most important parts of any business, which is why you track them closely in Agile CRM. When you connect your Agile CRM with Gmail, you add another level of efficiency in your work flow. After setting up this integration, Appy Pie Connect will automatically send email via your Gmail account to the recipient(s) of your choice whenever a milestone changes in a specific deal in Agile CRM.
    How this Gmail – Agile CRM integration works
    • A Milestone is changed in a specific deal in Agile CRM
    • Appy Pie Connect sends Gmail email to the recipients of your choice
    What is Needed for This Integration
    • An Agile CRM Account
    • A Gmail account
  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Create MailChimp Subscribers from tagged Agile CRM Contacts Read More...
    When this happens...
    Agile CRM New Tag to Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Adding contacts to your email marketing campaigns is one of the best things you can do for your business. Set this integration up, and each time a tag is added to a contact in Agile CRM, we will automatically add a new subscriber in MailChimp. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How this Integration Works
    • A new tag is added to an Agile CRM contact
    • Appy Pie Connect adds a new subscriber in MailChimp.
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Share Agile CRM deal milestones in a Gmail email Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    E-mail is still one of the most effective communication tools within the business world. It ensures a swift response from the recipients while helping you keep a record of a communication which can be referred to later. After setting this integration up, when you reach the deal milestone set in Agile CRM, Appy Pie Connect will automatically send a Gmail email to your team using this Agile CRM – Gmail automation. This integration helps you keep your team informed about the progress.
    How this Integration Works
    • When you hit a deal milestone in Agile CRM
    • Appy Pie Connect sends a new Gmail email
    What is Needed for This Integration
    • An Agile CRM account
    • A Google account
  • Agile CRM Slack

    Agile CRM + Slack

    Share Agile CRM Deal Milestones in Slack Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Slack Send Channel Message
    Celebrate every milestone with your team and keep them motivated in the long run by connecting your Agile CRM with Slack. Just follow our simple instructions and make your Agile CRM and Slack work hand in hand in just a few minutes. After setting this integration up, whenever your deal hits the milestone you set in Agile CRM, Appy Pie Connect will share it in Slack.
    How this Integration Works
    • Whenever your deal hits the milestone you set in Agile CRM
    • Appy Pie Connect sends a message to your chosen Slack channel
    What You Need
    • An Agile CRM account
    • A Slack Account
  • Agile CRM Slack

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Agile CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Agile CRM + Harvest in easier way

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

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • 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
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Agile CRM & Harvest Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Agile CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Harvest as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Harvest with Appy Pie Connect.

    (2 minutes)

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

Integration of Agile CRM and Harvest

Agile CRM is a cloud based CRM software that helps the sales and marketing team to manage their sales leads and customer relationship. The Agile CRM software provides you a visual dashboard to manage the complete sales process.Agile CRM also provides you an analytics feature which helps you to analyze the complete sales data so that you can make smart decisions for your business growth.The Harvest software is a sales force automation top which helps the sales person to fplow up with the prospects and convert them into paying clients.In this article, we will see how the Agile CRM and Harvest software integrate with each other to help a company to acquire new clients in an efficient way.

The major benefit of integration of Agile CRM and Harvest is that it allows the sales person to use both tops simultaneously to manage his/her daily tasks. It also allows the sales person to fplow-up with the prospects in an efficient way using a single window.When a customer approaches a company, the first action taken by the sales person is to add the email of the prospect into his/her inbox. After saving the email, the sales person gets 4 emails from Agile CRM:

  • New Account Created
  • Opportunity Created
  • Activity Created

4. Contact UpdatedAll these emails directly goes into the Inbox fpder and it also sends an alert to the sales person. This alert helps the sales person to track his/her leads and client relationship effectively.After adding emails to their inbox, the sales person can use Agile CRM to create an opportunity for a prospect and set a status. Active or Pending.The sales person can also create activities such as creating Email, Phone Call, Visit and Meeting request for their prospect. All these activities can be added by using Drag and Drop feature which makes it easier for the sales person to track their daily tasks.The sales person can also track his/her daily activities by using activity list which helps him/her to track the work progress by tracking date, time, status, contact etc.After completing all these activities, the sales person can send an email to the prospect using Outlook. One important thing here is that the sales person can also use Agile CRM Outlook Add-in which provides him/her advance features such as tracking email activity, sending emails after saving them in Outbox, getting notification on new email from prospect etc.After sending emails, the sales person can get in touch with the prospect using call or visit request. The call request adds the phone number of prospect in your phone book automatically. You can also manually add phone numbers of your contacts by using drag and drop feature.The Sales person can also get in touch with their prospect by visiting them personally and share more details about product and services offered by company. For this purpose, the sales person can use Harvest scheduling feature which automatically connects them with the prospect at scheduled time.

By integrating Agile CRM and Harvest together, the sales person gets an opportunity to use both tops simultaneously to manage their client relationship effectively. By integrating these two tops together, it also saves their time as they don't need to switch between different applications while managing their tasks.

The process to integrate Agile 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.