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SugarCRM + Harvest Integrations

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

About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

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 SugarCRM and Harvest Integrations

  • SugarCRM Asana

    Harvest + Asana

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

    Harvest + Google Sheets

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

    Harvest + MailChimp

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

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

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

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

    Triggers
  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

  • 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 Case

    Create a new case

How SugarCRM & Harvest Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate SugarCRM 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 SugarCRM and Harvest

Integration of SugarCRM and Harvest is a great benefit for businesses who want to increase their productivity and efficiency. An online accounting software or ERP system such as Harvest integrated with the customer relationship management software such as SugarCRM is effective for businesses of all sizes and industries. Communication and automation between two systems can save your business time and money through better communication.

Integration of SugarCRM and Harvest

Integration of SugarCRM and Harvest allows you to streamline your business processes. For example, accounting data in Harvest can be linked to your customer contact information in SugarCRM. In this way, when a new customer signs on with your business, you can add them to your contacts in SugarCRM at the same time. A similar process works when a customer closes an account with you. When a customer leaves, you can set up a task to automatically fill in the contact’s information into a cancellation request in SugarCRM. You can also use integration of SugarCRM and Harvest to create more opportunities for communication with customers. For example, if a customer cancels an order in Harvest, you can have a communication go out to that customer thanking them for their business and informing them of your current promotions.

Benefits of Integration of SugarCRM and Harvest

Integration of SugarCRM and Harvest leads to increased communication between your business and its customers. Through communication, you will be able to build stronger relationships with your customers. In addition, communication can help your business get a better understanding of what your customers want from your business. This knowledge will allow you to provide more relevant products and services to your customers. Integration of SugarCRM and Harvest also gives your business a system that is more responsive to the needs of your customers. The benefits of integration of SugarCRM and Harvest include:

The process to integrate SugarCRM 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.