

Benchmark Email + Harvest Integration
Integrate Benchmark Email to Harvest in one click, or tell Integrately AI how you want each contact handled. Track billable hours, generate invoices, create contacts, and sync your marketing lists automatically.
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Ready Workflows for Benchmark Email + Harvest Integration
Create projects from new lists, log expenses, update contacts, and track billable hours, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Benchmark Email + Harvest flow
Send contact data to your CRM, notify your team in chat, and log financial records the moment your automations run. Pick a combination and activate it in one click.


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Trello (4)
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Google Drive (3)
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Slack (4)
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Google Sheets (3)
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HubSpot (3)
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Stripe (3)
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Create a Trello card when a contact is created in Benchmark Email and add a project in Harvest
New Benchmark Email contacts create a Trello card and set up a Harvest project instantly, removing manual handoffs between marketing and project teams.
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When an expense is added in Harvest, update the contact in Benchmark Email and move the matching Trello card
Harvest expenses update your Benchmark Email contacts and move your Trello cards automatically, keeping billing and outreach aligned.
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Create a Harvest task when a Trello card is moved and update the contact in Benchmark Email
Trello board progress automatically generates Harvest tasks and updates Benchmark Email contacts without extra administrative work.
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Use ChatGPT to summarise new Benchmark Email contacts, create a Trello card, and log a Harvest client
ChatGPT summarises incoming Benchmark Email contacts before creating a Trello card and setting up a Harvest client automatically.
Supported triggers and actions for Benchmark Email and Harvest
Mix and match to build the exact automation you need

Benchmark Email Triggers & Actions
Instant
Contact is created in Benchmark Email
Triggers the automation when a new contact is created
Try it → Instant
Contact is updated in Benchmark Email
Triggers the automation when a contact is updated
Try it → Instant
Contact email is changed in Benchmark Email
Triggers the automation when a contact's email is changed
Try it → Instant
Contact is unsubscribed in Benchmark Email
Triggers the automation when a contact unsubscribes from a mailing list
Try it → 
Harvest Triggers & Actions
Timesheet entry is created in Harvest
Triggers the automation when there is a new timesheet entry
Try it → Person is assigned to project in Harvest
Triggers the automation when a person is assigned to a project
Try it → Invoice (with line items) is added in Harvest
Triggers the automation when a new invoice (with line items) is added
Try it → What can you automate with Benchmark Email + Harvest?
Streamline your email marketing lists, timesheets, and invoicing processes by connecting Benchmark Email and Harvest for automated data flow.
🔄
Sync new contacts into billing projects
Automatically create a Harvest project the moment a new contact is created in Benchmark Email. Eliminate manual data transfer between your email tool and timesheet software.
📋
Capture every submitted contact detail
Map all available Benchmark Email contact fields directly into Harvest project records instead of just basic names. Your system becomes a reliable source for billing and review.
🔔
Alert your team instantly on updates
Notify project leads and finance personnel the second an expense is added or an invoice is paid in Harvest. Keep your entire team aligned without manual status meetings.
🔀
Route records based on submitted fields
Trigger different Harvest workflows depending on specific contact tags or list criteria from Benchmark Email. Ensure high-value leads get routed to senior managers.
🔄
Keep financial records up to date
Automatically update Benchmark Email contact profiles whenever invoices are paid or expenses are logged in Harvest. Maintain synchronized data across platforms.
🔍
Search and update instead of duplicating
Check if a contact already exists in Benchmark Email before creating a new record, or update existing profiles with new Harvest project data automatically.
💳
Handle later status changes smoothly
Trigger automated workflows when invoices are paid, expenses are added, or timesheet entries are created in Harvest. Keep your marketing lists and financial logs current.
🔌
Extend your flow with third-party tools
Connect your Benchmark Email and Harvest core workflow with Slack, Google Sheets, or Trello to build multi-app pipelines that support your entire team.
And much more...
Who is Benchmark Email + Harvest integration for?
Freelancers, small business owners, and marketing teams can now connect email marketing campaigns with billable hours and financial tracking to eliminate manual data entry.
Performance marketers
Project managers
Agency owners
Operations leads
Sales representatives
Finance specialists
📈
Performance marketers
You're running email campaigns in Benchmark Email but your financial reports in Harvest only update when someone manually exports records, so the billing metrics you're optimising against are always out of date — this integration means every new contact and project syncs instantly and your numbers stay current.
⚡
Project managers
You need to initiate billable work immediately when lists grow, but you find out too late because contact details sit trapped in Benchmark Email — connecting these apps means every new list automatically provisions a project in Harvest so work begins without delay.
💼
Agency owners
You answer to clients who want to see prompt project setup and accurate timesheet tracking, but manual data transfer between Benchmark Email and Harvest causes constant delays — automating both apps means client billing records and campaign data match up effortlessly.
📊
Operations leads
The volume of new contacts and expenses is too high for anyone to keep up by hand, leading to missed invoices and untracked hours — this integration means every list creation and invoice update flows straight into Harvest without manual intervention.
🤝
Sales representatives
You own the client follow-up stage and depend on marketing to hand over contact details, but manual handoffs leave gaps between email signups and project billing — connecting these apps means contact data reaches Harvest the moment it's captured.
🗂️
Finance specialists
You need a reliable history of billable hours and campaign costs, but keep finding gaps where expenses or contact updates were missed — this integration means every transaction and contact change populates your financial logs automatically.

Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Benchmark Email + Harvest
Build and manage your Benchmark Email + Harvest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Benchmark Email + Harvest with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Benchmark Email + Harvest Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Benchmark Email to Harvest?
You can connect Benchmark Email to Harvest in 1-click using ready-made templates or ask Integrately AI to build your automation. It takes seconds to link your accounts and sync data across apps like Trello, Slack, and Google Sheets.
Can I automatically create a Harvest project when a contact is created in Benchmark Email?
Can I connect Benchmark Email, Harvest, and Slack?
What is a good Zapier alternative for Benchmark Email and Harvest?
How does Benchmark Email data sync with Harvest projects?
Can Harvest expenses update Benchmark Email contacts?
Do I need coding skills to automate Benchmark Email and Harvest?
Is the Benchmark Email and Harvest integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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