Follow Up Boss + Harvest Integration

Connect Follow Up Boss to Harvest in 1 click

Integrate Follow Up Boss + Harvest For Free No credit card required

Popular Follow Up Boss + Harvest Workflows

Create Follow Up Boss task for new Harvest task

Have you ever wished that you could sync your Harvest task with your Follow Up Boss task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in Harvest, a matching task will be created in Follow Up Boss. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your Harvest and Follow Up Boss accounts.

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Create Automation

You can Add Conditions / More Apps in the next steps

Contact is created in Follow Up Boss Instant
Tag is added to contact in Follow Up Boss Instant
Person stage is updated in Follow Up Boss Instant
Deal is created in Follow Up Boss Instant
Deal is updated in Follow Up Boss Instant
Appointment is created in Follow Up Boss Instant
Timesheet entry is created in Harvest
Task is added in Harvest
Project is added in Harvest
Person is assigned to project in Harvest
Invoice (with line items) is added in Harvest
Invoice is added in Harvest
Client is added in Harvest
Contact is added in Harvest
Person is added in Harvest

Create contact without triggering action plans in Follow Up Boss
Search contact in Follow Up Boss
Add tags to a contact in Follow Up Boss
Update contact without triggering action plans in Follow Up Boss
Reassign agent in Follow Up Boss
Change stage of a contact in Follow Up Boss
Create note in Follow Up Boss
Create deal in Follow Up Boss
Create inquiry or website event in Follow Up Boss
Apply an action plan to a contact in Follow Up Boss
Create collaborators in Follow Up Boss
Pause an action plan for a contact in Follow Up Boss
Create task in Follow Up Boss
Log call in Follow Up Boss
Create project in Harvest
Create timesheet entry in Harvest
Create task in Harvest
Create client in Harvest
Create and start timer in Harvest
Create contact in Harvest

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You Can Also Integrate Follow Up Boss & Harvest With 1100+ Other Apps

Follow Up Boss saves agents time by automatically creating appointments, sending emails, and reminding clients. It also allows agents to identify leads based on thier 'hotness', so they can focus on the most urgent tasks at hand.

See Follow Up Boss Integrations

Harvest is online timesheet software for small businesses and freelancers. Easily track your billable hours, generate detailed invoices, and analyze your time data to make more profitable decisions.

See Harvest Integrations

Why Follow Up Boss & Harvest Users ❤ Integrately

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Integrate Follow Up Boss & Harvest In 1 Click And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Follow Up Boss & Harvest with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.