Agile CRM Beta

Harvest Beta


Integrate Agile CRM with Harvest
when a deal reaches a specific milestone you choose in agile crm , creates a project in Harvest.




What is Agile CRM?

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation

What is Harvest?

Simple time tracking, fast online invoicing, and powerful reporting software. Simplify employee timesheets and billing.



How to set the workflow up

  • Select Agile CRM as your trigger app and select an event
  • Select Harvest as your action app and select an event
  • Map the fields from Agile CRM to Harvest by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

When a Deal reaches a specific milestone you choose in Agile CRM , creates a project in Harvest.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , adds a new task in Harvest.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , creates a new timesheet entry for the current day in Harvest.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , adds a new contact in Harvest.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , creates and starts a timer for the current day in Harvest.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , stops the timer for the current day (if one is running) in Harvest.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , adds a new client in Harvest.

Coming soon