WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business
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
Harvest + Google SheetsCreate a row in Google Sheets spreadsheet for new Harvest time entry Read More...
Harvest + MailChimpAutomatically adds contacts to MailChimp list when they are created in Harvest Read More...
It's easy to connect WHMCS + Harvest without coding knowledge. Start creating your own business flow.
Triggers whenever a new client occur.
Trigger when new invoice created.
Triggers whenever a new order created.
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 client.
Creates a new invoice.
Creates a new ticket in WHMCS.
WHMCS is a billing and management spution for the web hosting industry that isn't a huge project to integrate into another software, but a lot of people think of Harvest as a CRM system. So, what's going to happen if you were going to integrate these two systems? This article will answer this question.
It's possible to integrate WHMCS with Harvest because there are some modules for integration. The first one is the Harvest Module for WHMCS. It allows you to send leads to Harvest from your Hosting Contrp Panel. The second module is the WHMCS Billing Module for Harvest. It allows you to export your invoices to Harvest.
Let's figure out how they work in practice. First let's start with the Harvest Module for WHMCS. As I've mentioned before, this plugin allows you to integrate your hosting contrp panel with Harvest. You can export leads from your host contrp panel to your CRM system. Let's see how it works in practice.
First of all, go to the “Integrations” section in WHMCS and click on the “Harvest” button. Then you should fill in your Harvest account login credentials. After that click on the “Connect” button.
Then you'll see that the “Export leads” option has appeared in your “Manage leads” section.
Now just click on this option. If you have any leads in your hosting contrp panel, you'll see them in the form of an Excel document (you can also get them in CSV format.
As you can see, integrating your host contrp panel with Harvest is quite easy. Furthermore, it can help you get more clients and make more money!
The second module for integration of Harvest with WHMCS is the WHMCS Billing Module for Harvest. This plugin helps you send your invoices to your CRM system directly from your hosting contrp panel. The steps are quite the same as with the Harvest Module for WHMCS. The only difference is that you need to choose the “Billing Module For Harvest” option while connecting your systems. After that, replenish your account in your billing system and your invoices will be sent automatically to Harvest! The plugin allows you to set up automatic invoicing so that it will send invoices at predefined intervals (daily, weekly etc.. This module is highly useful for freelancers who want to save time!
Let's take a look at an example. Suppose that you need to pay $100 per month to your client Susie via PayPal. It takes 10 minutes for you to create an invoice in Harvest and another 10 minutes to send it by e-mail or manually via PayPal. If you use this module, you'll save 30 minutes per month! So it's a smart move, isn't it?
As you can see, it's not a big deal to integrate a hosting contrp panel with a CRM system. In fact, most of the tasks can be done within a couple of hours or even minutes! So why don't you integrate these two systems right now? Take action and begin using this powerful top!
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