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Odoo CRM + Harvest Integrations

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

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

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
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Best Odoo CRM and Harvest Integrations

  • Odoo CRM Asana

    Harvest + Asana

    Create projects in Asana from new Harvest projects Read More...
    When this happens...
    Odoo CRM 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
  • Odoo CRM Google Sheets

    Harvest + Google Sheets

    Create a row in Google Sheets spreadsheet for new Harvest time entry Read More...
    When this happens...
    Odoo CRM 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
  • Odoo CRM MailChimp

    Harvest + MailChimp

    Automatically adds contacts to MailChimp list when they are created in Harvest Read More...
    When this happens...
    Odoo CRM 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
  • Odoo CRM MailChimp

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    {{item.message}} Read More...
    When this happens...
    Odoo CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Odoo CRM + Harvest in easier way

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • 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
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Odoo CRM & Harvest Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Odoo CRM 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 Odoo CRM and Harvest

Integration between Odoo CRM and Harvest will create an environment where users can share data among CRM and PSA. If the integration is successful, users of Odoo CRM can easily track their time, billing and expense reports based on the information they entered in the Harvest.

Integration of Odoo CRM and Harvest

Odoo CRM is a customer relationship management software and Harvest is a project time tracking top. The integration between Odoo CRM and Harvest will show the total amount of time spent on each individual project. Moreover, it will also show the total amount of expenses incurred by the user within each project. Thus, the Odoo CRM user will be able to monitor his or her activities from a single screen.

Benefits of Integration of Odoo CRM and Harvest

The integration of Odoo CRM and Harvest will enable users to view the total time spent on a project as well as the total expenses incurred on a specific project. It will also allow them to view their time and expense reports for a particular period. Moreover, it will enable them to view their time and expense reports for different projects associated with that period. Thus, the integration will be helpful for users to track their work progress and improve their productivity.

Thus, we conclude that the integration of Odoo CRM and Harvest is possible for Odoo users to manage their time, billing and expense reports from a single screen. This integration will help them to improve their productivity.

The process to integrate Odoo 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.