Harvest + Mailchimp Integration

Integrate Harvest to Mailchimp in one click, or tell Integrately AI how you want each client handled. Sync subscribers, update lists, trigger campaigns, and keep your marketing aligned automatically.

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1.
  • Harvest
    Invoice is paid in Harvest
  • Harvest
    Expense is added in Harvest
  • Harvest
    Timesheet entry is created in Harvest
  • Harvest
    Task is added in Harvest
  • Harvest
    Project is added in Harvest
  • Harvest
    Person is assigned to project in Harvest
  • Harvest
    Invoice (with line items) is added in Harvest
  • Harvest
    Invoice is added in Harvest
  • Harvest
    Client is added in Harvest
  • Harvest
    Contact is added in Harvest
  • Harvest
    Person is added in Harvest
  • Mailchimp
    Subscriber is created/updated in Mailchimp
  • Mailchimp
    Subscriber is added to segment or tag in Mailchimp
  • Mailchimp
    Subscriber is added to list in Mailchimp Instant
  • Mailchimp
    Subscriber has unsubscribed in Mailchimp
  • Mailchimp
    Subscriber's profile is updated in Mailchimp Instant
  • Mailchimp
    List member is unsubscribed in Mailchimp Instant
  • Mailchimp
    Subscriber's email address is cleaned from the list in Mailchimp Instant
  • Mailchimp
    Subscriber's email address is changed in Mailchimp Instant
  • Mailchimp
    Campaign is created in Mailchimp
  • Mailchimp
    Campaign is sent in Mailchimp
  • Mailchimp
    Campaign email activity is created in Mailchimp
  • Mailchimp
    Campaign is sent or cancelled in Mailchimp Instant
  • Mailchimp
    Email is opened in Mailchimp
  • Mailchimp
    Link is clicked in Mailchimp
  • Mailchimp
    Customer is created in Mailchimp
  • Mailchimp
    Order is created in Mailchimp
  • Mailchimp
    Audience/List is created in Mailchimp
  • Mailchimp
    Folder is created in Mailchimp
  • Mailchimp
    List segments is created in Mailchimp
  • Mailchimp
    File is created in Mailchimp
  • Mailchimp
    Members is added/updated in segment in Mailchimp
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2.

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Ready WorkflowsReady Workflows   for Harvest + Mailchimp Integration

Capture new clients, sync contacts, update lists, trigger campaigns, and keep marketing aligned, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Harvest + Mailchimp flow

Connect task management, messaging, and finance tools to extend your workflow once your core automation finishes. Pick a combination and activate it in one click.

Harvest
Mailchimp
+
AsanaAsana (3)
+
SlackSlack (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
StripeStripe (3)
+
Google DriveGoogle Drive (3)
+
Google CalendarGoogle Calendar (3)
H
M
A
Add every new Harvest client as a Mailchimp subscriber, and create a project task in Asana.
New Harvest clients instantly appear as Mailchimp subscribers and generate a tracking task in Asana, keeping marketing and project setup aligned.
H
M
A
When an invoice is paid in Harvest, update the matching Mailchimp subscriber and create a follow-up task in Asana.
Paid Harvest invoices update subscriber profiles in Mailchimp and trigger an account review task in Asana without manual tracking.
H
M
A
When a timesheet entry is created in Harvest, update Mailchimp subscriber activity and create a project milestone in Asana.
Harvest timesheet entries sync activity data to Mailchimp and update project milestones in Asana automatically.

Supported triggers and actions for Harvest and Mailchimp

Mix and match to build the exact automation you need

Harvest
Harvest Triggers & Actions
Invoice is paid in Harvest
Triggers the automation when an invoice is marked as paid
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Expense is added in Harvest
Triggers the automation when a new expense is added
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Timesheet entry is created in Harvest
Triggers the automation when there is a new timesheet entry
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Task is added in Harvest
Triggers the automation when a new task is added
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Project is added in Harvest
Triggers the automation when a new project is added
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Person is assigned to project in Harvest
Triggers the automation when a person is assigned to a project
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Invoice (with line items) is added in Harvest
Triggers the automation when a new invoice (with line items) is added
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Invoice is added in Harvest
Triggers the automation when a new invoice is added
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Client is added in Harvest
Triggers the automation when a new client is added
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Contact is added in Harvest
Triggers the automation when a new contact is added
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Person is added in Harvest
Triggers the automation when a new person is added
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Find task by ID in Harvest
Locates and retrieves a task by its unique identification number
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Create time entry with start and end time in Harvest
Creates a new time entry with specified start and end times
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Find client by ID in Harvest
Locates a client based on their unique identification number
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Find project by ID in Harvest
Retrieves a project by its unique identification number
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Create project in Harvest
Creates a new project
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Create timesheet entry in Harvest
Creates a new timesheet entry
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Create task in Harvest
Creates a new task
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Create client in Harvest
Generates a new client profile
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Create and start timer in Harvest
Creates and starts a timer for tracking time
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Create contact in Harvest
Adds a new contact to the database
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Mailchimp
Mailchimp Triggers & Actions
Subscriber is created/updated in Mailchimp
Triggers the automation when any subscriber is created or updated
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Subscriber is added to segment or tag in Mailchimp
Triggers the automation when a subscriber is added to a segment or tag
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Instant
Subscriber is added to list in Mailchimp
Triggers the automation when a subscriber is added to a list
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Subscriber has unsubscribed in Mailchimp
Triggers the automation when a subscriber unsubscribes from a particular mailing list
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Instant
Subscriber's profile is updated in Mailchimp
Triggers the automation when a subscriber's profile is updated
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Instant
List member is unsubscribed in Mailchimp
Triggers the automation when a member unsubscribes from a mailing list
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Instant
Subscriber's email address is cleaned from the list in Mailchimp
Triggers the automation when a subscriber's email address is cleaned from the list
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Instant
Subscriber's email address is changed in Mailchimp
Triggers the automation when a subscriber's email address is changed
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Campaign is created in Mailchimp
Triggers the automation when a new campaign is created
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Campaign is sent in Mailchimp
Triggers the automation when any campaign is sent
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Campaign email activity is created in Mailchimp
Triggers the automation when a new campaign email activity is created
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Instant
Campaign is sent or cancelled in Mailchimp
Triggers the automation when a campaign is sent or cancelled in your marketing platform
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Email is opened in Mailchimp
Triggers the automation when an email is opened
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Link is clicked in Mailchimp
Triggers the automation when a link in the email is clicked
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Customer is created in Mailchimp
Triggers the automation when a new customer is created
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Order is created in Mailchimp
Triggers the automation when a new order is created
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Audience/List is created in Mailchimp
Triggers the automation when a new audience or list is created
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Folder is created in Mailchimp
Triggers the automation when a new folder is created
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List segments is created in Mailchimp
Triggers the automation when a new segment is created
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File is created in Mailchimp
Triggers the automation when a particular action in the workflow fails
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Members is added/updated in segment in Mailchimp
Triggers the automation when a member is added or updated in a particular segment
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Create list (In Review) in Mailchimp
Create list
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Create or update subscriber in Mailchimp
Generates a new invoice
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Add tag to subscriber in Mailchimp
Assigns a tag to a subscriber based on predefined criteria
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Update Subscriber in Mailchimp
Updates subscriber information
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Add note to subscriber in Mailchimp
Adds a note to a subscriber
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Search subscriber by email in Mailchimp
Retrieves subscriber information using their email address
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Search subscriber by email in a list in Mailchimp
Searches for a subscriber by email within a designated list
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Unsubscribe email in Mailchimp
Removes email address from mailing list
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Remove subscriber in Mailchimp
Unsubscribe a user from mailing lists
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Archive list member in Mailchimp
Removes list members from active list and store them in an archived list
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Send campaign in Mailchimp
Sends out a pre-designed campaign to targeted recipients
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Search campaign in Mailchimp
Searches for a campaign
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Update campaign in Mailchimp
Refresh and adjust the content and settings of a marketing campaign
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Add or remove member tags in Mailchimp
Manage member tags based on criteria
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Create custom event in Mailchimp
Creates a new marketing campaign
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Create file in Mailchimp
Generates a new file
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Search customer in Mailchimp
Locates and retrieves customer information
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Create campaign in Mailchimp
Generates and launch a new marketing campaign
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Search content of campaign in Mailchimp
Searches for the content of a campaign
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Get campaign by id in Mailchimp
Retrieves a campaign using its id
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Get open campaign details for subscriber in Mailchimp
Retrieves and display detailed information about campaign interactions for a subscriber
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Create folder in Mailchimp
Creates a new folder in the designated location
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Add existing member to static segment in Mailchimp
Adds a member who already exists to a predefined static segment within the audience
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Remove member from static segment in Mailchimp
Removes a member from a predefined static segment
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What can you automate with Harvest + Mailchimp?

Streamline your client onboarding, keep mailing lists updated, and manage subscriber data effortlessly between Harvest and Mailchimp.

What you can automate?
🔄
Sync new Harvest clients to Mailchimp automatically
Every time a client is added in Harvest, a matching subscriber is created or updated in Mailchimp. Eliminate manual data entry and keep your marketing lists synchronized.
📋
Capture every submitted field and profile detail
Map complete client and contact information from Harvest straight into Mailchimp subscriber profiles. Ensure your email lists contain accurate, up-to-date data.
🔔
Notify team members instantly when billing events occur
Trigger instant notifications in your messaging apps whenever an invoice is paid or a project is created in Harvest. Keep stakeholders informed without checking multiple platforms.
🔀
Route subscribers based on project criteria
Segment your Mailchimp audience dynamically by evaluating project details, tags, or invoice statuses from Harvest. Deliver targeted campaigns to the right audience segments.
🔄
Keep subscriber statuses updated as work progresses
Automatically update Mailchimp subscriber profiles and tags when timesheet entries or project assignments change in Harvest. Reflect current client status across all systems.
⚙️
Add or update subscribers instead of creating duplicates
Search existing lists before adding new records to ensure clean subscriber data in Mailchimp. Prevent duplicate entries and maintain a pristine marketing database.
💰
Handle payment status changes and invoice updates
Detect when an invoice is paid in Harvest and automatically update customer segments or trigger follow-up actions in Mailchimp. Keep revenue tracking and marketing aligned.
🔗
Extend your workflow with powerful third-party apps
Connect your Harvest and Mailchimp core flow to Asana, Slack, QuickBooks, or Stripe. Build multi-app pipelines that automate your entire business operation.
And much more...

Who is Harvest + Mailchimp integration for?

Harvest and Mailchimp integration helps business owners, marketers, and project managers keep client lists, billing data, and marketing campaigns perfectly synchronized without manual work.

Agency Owners
Agency Owners
Marketing Directors
Marketing Directors
Account Managers
Account Managers
Freelance Consultants
Freelance Consultants
Operations Leads
Operations Leads
Project Coordinators
Project Coordinators
📈
Agency Owners
You're tracking billable hours in Harvest but your marketing lists only update when someone manually exports client records, so your subscriber counts are always a few steps behind — this integration means every new client lands in Mailchimp instantly and your subscriber lists stay current.
Marketing Directors
You need to launch email campaigns for new clients immediately, but finding new entries in your timesheets takes too long, so your outreach always misses the ideal window — connecting these apps means every client addition triggers subscriber creation instantly and campaigns launch on schedule.
🤝
Account Managers
You answer to clients who expect seamless communication after signing up, but disconnected billing records leave gaps in your contact lists, so client onboarding feels disjointed — automating both apps means contact details flow without manual entry and onboarding runs smoothly.
📊
Freelance Consultants
The volume of new clients and invoices is too high for anyone to keep up by hand, and manual copying leads to missing subscribers in your mailing list, so your audience data has gaps — with this integration, subscriber records populate automatically and your marketing database remains complete.
🔄
Operations Leads
You own the client onboarding handoff and depend on billing data to trigger marketing sequences, but delayed record updates stall your pipeline, so communication lags behind project setup — automating both apps means subscriber syncing happens the moment a client is added.
📁
Project Coordinators
You need a reliable history of client interactions and keep finding discrepancies between your time tracking and email lists, so campaign targeting is inaccurate — this integration means every client record syncs reliably and your subscriber database stays error-free.
Our team

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Why choose Integrately to automate Harvest + Mailchimp

Build and manage your Harvest + Mailchimp automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Harvest + Mailchimp with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect Harvest to Mailchimp?
Frequently Asked Questions
You can connect Harvest to Mailchimp in one click using ready-made flows on Integrately, or use Integrately AI to build custom automations with Asana, Slack, and QuickBooks Online.
Can I automatically sync new Harvest clients to Mailchimp subscribers?
Frequently Asked Questions
Can I connect Harvest, Mailchimp, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Harvest and Mailchimp?
Frequently Asked Questions
How does Harvest handle client data during synchronization?
Frequently Asked Questions
How does Mailchimp receive updates from Harvest invoices?
Frequently Asked Questions
Do I need coding skills to automate Harvest and Mailchimp?
Frequently Asked Questions
Is the Harvest and Mailchimp integration free?
Frequently Asked Questions
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