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.
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
Agile CRM + MailChimpTurn new Agile CRM Contacts into MailChimp subscribers Read More...
Agile CRM + GmailSend Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
Agile CRM + MailChimpCreate MailChimp Subscribers from tagged Agile CRM Contacts Read More...
It's easy to connect Agile CRM + Harvest without coding knowledge. Start creating your own business flow.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
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.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
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:
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.