Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.
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
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It's easy to connect HubSpot CRM + Harvest without coding knowledge. Start creating your own business flow.
Triggers when a new company is created.
Triggered every time a new contact is created in HubSpot.
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Triggers when a new deal is created.
Triggers when a new deal enters a stage.
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.
Creates a new company.
Creates a new deal.
Create a new contact or update an existing contact based on email address.
Updates an existing company.
Updates an existing deal.
HubSpot CRM is a cloud-based customer relationship management software that allows you to manage your contacts, leads, and customers from one single dashboard. It helps you with marketing automation, lead scoring, and sales intelligence. It also has social media integration, Google Analytics tracking, and a real-time data dashboard. It comes with many features such as landing page creation, forms and surveys, email marketing, lead nurturing, and email analytics.
Harvest helps you track your time by integrating seamlessly with the other apps on your desktop. It shows you how much time you’ve spent on each task and it keeps track of where you’re spending most of your time. With Harvest you can add notes for every activity so you can remember why you were doing it. It also gives you reports about how much time you spend on different projects. It can also send you a weekly report of how much time you’ve spent on your activities. You can then use this information to plan your schedule better for each upcoming week.
Integration of HubSpot CRM and Harvest
With Harvest, you can easily create tasks within HubSpot CRM and upload files into an existing contact or lead record directly from HubSpot CRM. This will help you see all the information about your contacts in one place. For example, when you create a new contact in HubSpot CRM, you will be able to set the status of the contact in Harvest to “unassigned” without having to go into the contact. In the same way, when you update a contact or lead in HubSpot CRM, the status in Harvest will be automatically updated as well.
Benefits of Integration of HubSpot CRM and Harvest
There are many benefits of the integration between HubSpot CRM and Harvest. One benefit is that no matter how large your marketing campaigns are, with the integration, you will not need to manually enter all the information for each contact in both platforms. You will also be able to see all the information about your contacts in one place. Another benefit is that with the integration, you can now store all your contacts in HubSpot and still have access to them through Harvest.
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