Harvest + UPilot
Create new Harvest clients from every new company in UPilot
Need to manage your new clients more efficiently? With this workflow, as soon as a new company is added in UPilot, a client is simultaneously created in Harvest. This smooth process ensures that you can eliminate data entry tasks, save valuable time and focus more on growing your business.
Need to manage your new clients more efficiently? With this workflow, as soon as a new company is added in UPilot, a client is simultaneously created in Harvest. This smooth process ensures that you can eliminate data entry tasks, save valuable time and focus more on growing your business.
- When this happens...New Company
Triggers when a new company is created.
- automatically do this!Create Client
Creates a Client
- Free forever for core features
- 14 day trial for premium features & apps
About Harvest
Simple time tracking software and powerful reporting that helps your team thrive.
Related categories
About UPilot
UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.
