Harvest integration in Revamp CRM will help you to easily track and manage payments, invoices & history
What we offer you:
Revamp CRM gives you the ability to synchronize your contacts and Invoices with your Harvest account.
- We sync twice a day to import your Harvest contacts, invoices and update their status.
- If your contacts don't exist in your Revamp CRM account, we will automatically add them to your contacts.
- We will import all your invoices and attach them to relevant Revamp CRM contact profile.
- Your invoices status will get updated according to changes in your Harvest account.
- We will remind you to send an email or make a contact when an invoice is overdue.
- You can use our contact management tools and filters to easily segment contacts with the overdue invoice, paid the invoice or any other invoicing status.
Harvest integration with Revamp CRM