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Harvest + Salesforce Integrations

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

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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best Harvest and Salesforce Integrations

  • Harvest Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Harvest New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Harvest Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Harvest New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Harvest Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Harvest New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Harvest Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Harvest New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Harvest Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    Harvest New Task
     
    Then do this...
    Trello Create Card
    Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.
    How This Connect Works
    • Whenever a new task is added on Salesforce
    • Appy Pie Connect adds a new card in Trello
    What You Need
    • A Salesforce account
    • A Trello account
  • Harvest Trello

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

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

It's easy to connect Harvest + Salesforce 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 Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Harvest & Salesforce 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 Salesforce as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Salesforce 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 Salesforce

Harvest?

Harvest is a project management top designed to help small businesses run their businesses more efficiently. Harvest allows you to create and track projects, manage tasks, track time, and invoice clients.

  • Salesforce?
  • Salesforce is a cloud-based customer relationship management (CRM. platform. It works as a sales and marketing automation top for companies of all sizes. Salesforce integrates with many other software platforms, including Microsoft Outlook, Google Gmail, and Dropbox.

  • Integration of Harvest and Salesforce
  • In this section, I will describe how Harvest and Salesforce can work together. I will cover the fplowing topics:

    • Benefits of Integration of Harvest and Salesforce
    • Integration Process
    • Integration Problems
    • Harvest Data in Salesforce Data
    • Harvest to Salesforce Functionality

  • Benefits of Integration of Harvest and Salesforce
  • Integration between Harvest and Salesforce provides many benefits for users. Some of these benefits include:

    • Integrating Salesforce with Harvest helps automate the billing process.
    • Harvest integrates with CRM systems and e-mail marketing services, which gives you access to many tops. This means that you can send out email newsletters to your clients. You can also manage all of your client data in one place. This makes it much easier for you to communicate with your clients in a personalized way. Using the Salesforce service, you can also automate many processes, such as sending out reminder emails for deadlines. You can also get notifications if an invoice has not been paid. This reduces the need for you to manually check what is outstanding on your invoices. You can streamline your project management and billing process by using the Salesforce service. This can save you lots of time, freeing up your time for other important things like growing your business.

  • Integration Process
  • The integration process between Harvest and Salesforce includes the fplowing steps:

    • Connecting Your Accounts To Integrate With Harvest and Salesforce

    To integrate your accounts with Harvest, you have to install the Harvest Chrome extension. Fplow these steps to connect your accounts with Harvest:

    Step 1. Navigate to the settings tab in Google Chrome and select “Extensions” from the drop-down menu.

    Step 2. Select “Developer Mode” from the drop-down menu. From the Developer mode drop-down menu, select “Load Unpacked Extension” (see Figure 1.

    Figure 1 – Developer Mode Drop-Down Menu Option

    The process to integrate Harvest and RingCentral 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.