Find or Create a Contact in Salesmate as a New Client is added to Harvest

Harvest is a simple time tracking and fast invoicing app. Stay up to date on your client investments with the time invested by your team on every project as well follow up on invoices in time.

With the power of Salesmate, Harvest and Zapier simplify your project management in a zap.

Not just these you can also:

• Create a Client in Harvest as a Company is added to Salesmate
• Find or Create a Contact in Salesmate as a New Contact is added to Harvest
• Create a Contact in Harvest as a Contact is added to Salesmate.

Here's how you can set this up using Zapier.

You will need the following working accounts to configure this integration:

• Zapier
• Salesmate
• Harvest

In Zapier, follow the below steps to create your Zap:

• Click on + Create Zap

• Choose a Trigger App: Harvest

• Select the Trigger Event : New Client

• Connect to your Harvest account

• Click on Continue.
• Here, you get an option to Test Trigger.
• Click on Test Trigger to test the Harvest Connection.

• Next set up your Action app. 
• Select the Action App: Salesmate

• Select Action Event : Search or Create Contact.

• Connect your preferred Salesmate Account.

Either select an existing account or Connect to a new Salesmate account Next, you'll be asked to name your Salesmate connection and enter your API Key. To locate your API Key in your Salesmate account, please follow these steps:

•  First login in to your  Salesmate Link
• Login into your Salesmate Link ex. https://demo.salesmate.io using your credentials
• Navigate to the Profile Icon on top right corner.
• Go to My Account
• Click on Access Key
• Copy the Session key to the clipboard. 

Paste your key back into your Zapier account and then “Continue”. If your API key is entered correctly your Salesmate account will now be successfully connected.

• Click on Continue.

• Add the Select Field Name ( select any unique field that can make the contact search easy), Map value for the select field and choose the following

Should this step be considered a "success" when nothing is found?  

If you select Yes - Zapier will consider a "not found" result from the search step as a "success" and will end the step.

If you select No and tick to Create Salesmate Search Contact if it doesn’t exist yet? - During the search step if the contact wasn't found it will create a new contact in Salesmate.

• Map the fields.(This will be mapping between Harvest fields to salesmate fields).

      Note : Make sure that you map all the fields which are required in Salemate.

• Click on Continue.
• Here, you'll get an option to Test Action.
• Click on Test Action.
• If the given result looks good to go, you can go ahead and Publish Zap.