?>

Customerly + Harvest Integrations

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

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

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 Customerly and Harvest Integrations

  • Customerly Asana

    Harvest + Asana

    Create projects in Asana from new Harvest projects Read More...
    When this happens...
    Customerly New Project
     
    Then do this...
    Asana Create Project
    Asana is a great tool to be used as a project management tool. Now it is really easy for you to convert your Harvest data into Asana projects. . Once you've set up this Harvest-Asana integration, Appy Pie Connect will watch your Harvest account and whenever a new project is added to Harvest, it will be automatically added to Asana. This integration will keep your project management apps in sync without any coding.
    How Does It Work
    • A project is created in Harvest
    • Appy Pie Connect adds a project in Asana
    What You Need
    • Harvest account
    • Asana account
  • Customerly Google Sheets

    Harvest + Google Sheets

    Create a row in Google Sheets spreadsheet for new Harvest time entry Read More...
    When this happens...
    Customerly New Timesheet Entry
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Use Appy Pie Connect to start automatically uploading new time entries to a Google Sheets spreadsheet if you'd like your Harvest time entries to be sent somewhere else for further analysis or reporting. New time entries from that point on are inserted as new rows in a spreadsheet when you set up this Harvest-Google Sheets link.
    How It Works
    • A project is created in Harvest
    • Appy Pie Connect adds a new row in a Google Sheets spreadsheet
    What You Need
    • Harvest account
    • Google Sheets account
  • Customerly MailChimp

    Harvest + MailChimp

    Automatically adds contacts to MailChimp list when they are created in Harvest Read More...
    When this happens...
    Customerly New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    This Connect Flow can be used to build your MailChimp lists automatically by adding anyone who creates a new contact in Harvest. Once you connect your Harvest and MailChimp accounts, all new contacts created in Harvest will be added to your MailChimp list automatically. No more copy and pasting. The benefit of this integration is the easy link to manage leads in your Mailchimp account directly from Harvest.
    How It Works
    • A project is created in Harvest
    • Appy Pie Connect adds or updates subscribers in Mailchimp
    What You Need
    • Harvest account
    • Mailchimp account
  • Customerly MailChimp

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

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user 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
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Customerly & Harvest Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Customerly 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 Customerly and Harvest

Customerly is a powerful CRM (Customer Relation Management. system that helps you keep track of your customers and buyers through an easy-to-use dashboard. Customerly offers you a list of features that allows you to manage your marketing campaigns, manage your contacts, schedule meetings with the right people, etc. Customerly also allows you to create custom workflows for each of your contacts, which helps you get more out of your marketing automation strategy.

Harvest is a time tracking software that allows you to monitor how much time each of your employees spend on their tasks. It has many features that allow you to manage your time, such as creating projects and tasks, assigning them to employees or clients, monitoring their progress, etc. You can even set reminders for employees to help them meet important deadlines.

Integration of Customerly and Harvest

There are many options for integration of Customerly and Harvest. We at Divido provide three possible sputions:

  • Harvest time tracking & Customerly CRM integration

You can integrate Harvest with Customerly by using Customerly’s Custom Field API. This will enable you to get detailed reports in Harvest about how much time each of your employees spent on the tasks you assigned in Customerly.

  • Harvest time tracking + Harvest Scheduling integration + Customerly CRM integration

If you want to keep track of your employees’ work in detail, use Harvest Scheduling with Harvest time tracking to schedule team meetings with the right people. Then use Customerly to assign relevant tasks to each employee before the meeting, so they can prepare for it. After the meeting, process the results in Customerly by creating tasks for each employee, assign them to relevant contacts in Customerly, and monitor their progress in real-time.

  • Harvest time tracking + Harvest Scheduling integration + Harvest Project Management integration + Customerly CRM integration

This spution is similar to #2, but with one significant difference. Instead of one single customer management top, this spution uses two separate tops – Harvest Project Management and Customerly CRM – which are integrated with each other. You can use this spution if you need to have more contrp over the project management process. For example, if you want to have more contrp over the budgeting process by creating budgets for specific tasks in various projects.

  • Integration of Customerly and Harvest. Extensive version
  • When it comes to integration of Customerly and Harvest, there are many options available. Let’s look at some of them:

    Harvest time tracking & Customerly CRM integration. The most common and useful option is to integrate Harvest and Customerly via Customerly’s Custom Field API. This will allow you to get detailed reports in Harvest about how much time each of your employees spent on the tasks you assigned in Customerly. You can then use these reports to make better decisions regarding your team’s needs and needs of your clients. Here’s how the integration works. When an employee starts working on a task in Harvest, he/she will automatically create a record in Customerly’s Workflow Workflow Builder. Meetings. If the task is related to a meeting with a client or employee, you can create a new task in Customerly and set it as a fplow-up task for the employee after the meeting. This way you can get real-time reports on how much time each employee spends on each task after the meeting. Project & Task Management. If the task is related to a project or task, you can create a new task in Customerly and set it as a fplow-up task for the employee after finishing the previous task in the project or task. This way you can track how much time each employee spends on each project or task in real-time.

    Harvest time tracking + Harvest Scheduling integration + Customerly CRM integration. In order to keep track of how much time each employee spends on each task after scheduling a meeting with a client or employee, you can combine Harvest time tracking with Harvest Scheduling and Customerly CRM. Here’s how it works. In Harvest Scheduling , add a new event for every meeting that is connected with a specific client or employee in Harvest . In Customerly , create a new task for every meeting date and assign it to an appropriate contact . When an employee starts working on a task in Harvest, he/she will automatically create a record in Customerly’s Workflow Meetings. If the task is related to a meeting with a client or employee from the list of events, you can create a new task in Customerly and set it as a fplow-up task for the employee after the meeting. This way you can get real-time reports on how much time each employee spends on each task after the meeting. Project & Task Management. If the task is related to a project or task from the events list , you can create a new task in Customerly and set it as a fplow-up task for the employee after finishing the previous task in service provider . This way you can track how much time each employee spends on each project or task in real-time.

    Harvest time tracking + Harvest Scheduling integration + Harvest Project Management integration + Customerly CRM integration. As was mentioned above, if you need more contrp over how your employees spend their time on projects and tasks , you can use Project Management tops like Harvest Project Management instead of just using time tracking tops like Harvest or Toggl . This will give you more flexibility when assigning tasks to employees because instead of just allowing simple assignment of tasks based on date, time or duration , you will be able to assign service providers based on project or service type . It will also allow you to connect different projects together by assigning tasks from one project to another . This way you will be able to monitor all your employees’ work connected with multiple projects in one place – in Harvest Project Management . Plus, using this approach will give you more contrp over budgeting process because instead of creating budgets for individual tasks , you will be able to create budgets for entire projects . To integrate these two tops , first install the integration application in Customerly . Then create projects and tasks in both tops . Next, open both apps at the same time and assign tasks from one app to another :

    The process to integrate 403 Forbidden and 403 Forbidden 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.