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Harvest + Freshsales Integrations

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

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.

About Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
Freshsales Alternatives

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Best Harvest and Freshsales Integrations

  • Harvest Slack

    Freshsales + Slack

    Send message in Slack when a new lead is created in Freshsales Read More...
    When this happens...
    Harvest New Lead
     
    Then do this...
    Slack Send Channel Message
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Slack integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Slack.
    How this Freshsales - Slack integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Slack
    What You Need
    • A Freshsales account
    • A Slack account
  • Harvest Gmail

    Freshsales + Gmail

    Welcome new Freshsales customers with personalized emails from Gmail Read More...
    When this happens...
    Harvest New Lead
     
    Then do this...
    Gmail Send Email
    Give your prospects a personalized welcome right from your Gmail account. Unlike the generic CRM welcome email, this integration will send a welcome message from your personal Gmail without the unsubscribe text at the bottom. After you set this integration up, we'll start watching your Freshsales. From then on, whenever a new lead is created in it, Appy Pie Connect will send them a personalized email from Gmail.
    How this Freshsales - Gmail integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends an email to the lead from Gmail
    What You Need
    • A Gmail account
    • A Freshsales account
  • Harvest Microsoft Teams

    Freshsales + Microsoft Teams

    Send message in Microsoft Teams Channel when a new lead is created in Freshsales Read More...
    When this happens...
    Harvest New Lead
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Microsoft Teams integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Microsoft Teams Channel.
    How this Freshsales - Microsoft Teams integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Microsoft Teams
    What You Need
    • A Freshsales account
    • A Microsoft Terams account
  • Harvest Freshsales

    Google Form + Freshsales

    Create Freshsales leads from new Google Forms submissions Read More...
    When this happens...
    Harvest New Response in Spreadsheet
     
    Then do this...
    Freshsales Create Lead

    If you're using Google Forms to capture new leads, this Connect is perfect for you. Once you have set this integration up, we’ll automatically create a new lead on Freshsales with the details from every new response you receive on Google Forms. This integration is a great way to keep your CRM contact list updated to help you expand your business.

    Note: You need a live form that's been set up to collect responses in a spreadsheet, for using this integration.

    How this Google Forms - Freshsales integration works
    • Someone fills out your Google Forms form
    • Appy Pie Connect automatically creates a new lead in Freshsales
    What You Need
    • A Google account
    • A Freshsales account
  • Harvest Freshsales

    Google Sheets + Freshsales

    Create Freshsales leads from new Google Sheets rows Read More...
    When this happens...
    Harvest New Spreadsheet Row
     
    Then do this...
    Freshsales Create Lead
    Freshsales is one of the most recognized customer relationship management platforms and now it has become the backbone of modern businesses all across the world. So, make more of your Freshsales by integrating it with Google Sheets. Once this integration has been set up, whenever a new row is added on Google Sheets, Appy Pie Connect automatically creates a new lead in Freshsales, keeping your CRM up-to-date.
    How this Google Sheets - Freshsales integration works
    • A new row is added in Google Sheets
    • Appy Pie Connect creates a new lead in Freshsales
    What You Need
    • A Google account
    • A Freshsales account
  • Harvest Freshsales

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

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

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

    Triggers
  • 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.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

    Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Harvest & Freshsales Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Harvest with Appy Pie Connect.

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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

Integration of Harvest and Freshsales

Harvest has been a leader in the software industry for years. Harvest allows users to keep track of their business and finances with ease. With Harvest, you can easily organize your accounts payable, accounts receivable, employee time tracking, invoicing, and your other business information. One of the greatest features of Harvest is that it links seamlessly with Freshsales. Harvest is an accounting platform while Freshsales is a sales platform. The integration of these two platforms allows for greater efficiency. You can easily see what you have spd, what you need to invoice, and what you have to pay when you link Harvest and Freshsales together.

  • Integration of Harvest and Freshsales
  • Freshsales allows you to connect many different sales channels and to create a central location for all of your customer data. Then, by connecting Harvest and Freshsales, you can easily see how your sales efforts are affecting your business. You can also see how your sales team spends their time, as well as how much they are selling. This information can help you make better decisions about the sales team. You can see how productive they are on the phone or on any of their sales channels. You can also see how much time they spend on each customer.

  • Benefits of Integration of Harvest and Freshsales
  • One of the biggest benefits of integrating Harvest and Freshsales is that it makes sales data easier to retrieve. If you use both Harvest and Freshsales, then you will not have to look at multiple systems to find the information that you need. Instead, one system will have all of your business data in one place. Another benefit of integrating these two platforms is that it gives you more flexibility when it comes to managing your business. It also helps save time and money because you do not have to learn two different platforms. You only need to learn one platform, which saves time and money in training employees. The integration of Harvest and Freshsales can also help you save money on operational costs because the integration increases efficiency. You will be able to run your business smoothly if everything is connected. You will save time as well as money by using one system instead of two separate ones.

    Harvest and Freshsales are two great tops to use for running your business. Each top has unique features that can help manage your business effectively. When these two tops are integrated, it seems like magic!

    The process to integrate Harvest and Formatter By Connect 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.