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How to connect Harvest and Mailchimp
Create a New Scenario to Connect Harvest and Mailchimp
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Harvest, triggered by another scenario, or executed manually (for testing purposes). In most cases, Harvest or Mailchimp will be your first step. To do this, click "Choose an app," find Harvest or Mailchimp, and select the appropriate trigger to start the scenario.
Add the Harvest Node
Select the Harvest node from the app selection panel on the right.
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Add the Mailchimp Node
Next, click the plus (+) icon on the Harvest node, select Mailchimp from the list of available apps, and choose the action you need from the list of nodes within Mailchimp.
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Authenticate Mailchimp
Now, click the Mailchimp node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Mailchimp settings. Authentication allows you to use Mailchimp through Latenode.
Configure the Harvest and Mailchimp Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Harvest and Mailchimp Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Harvest, Mailchimp, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Harvest and Mailchimp integration works as expected. Depending on your setup, data should flow between Harvest and Mailchimp (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Harvest and Mailchimp
Harvest + Calendly + Mailchimp: When a project is completed in Harvest, a Calendly link is sent via Mailchimp to the client, offering them the opportunity to schedule a feedback call. The client is also added to a Mailchimp list for future communications.
Mailchimp + Harvest + Google Sheets: When a subscriber is added or updated in Mailchimp, log billable time in Harvest related to newsletter campaigns and track it in a Google Sheet.
Harvest and Mailchimp integration alternatives
About Harvest
Automate time tracking with Harvest in Latenode. Sync time entries to accounting, payroll, or project management. Create flows that auto-generate invoices or trigger alerts for budget overruns. Latenode provides the flexibility to connect Harvest data to other apps and add custom logic, avoiding manual updates and delays.
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About Mailchimp
Automate Mailchimp tasks inside Latenode. Automatically add subscribers, update lists, or trigger campaigns based on events in other apps. Use Latenode's visual editor to connect Mailchimp to your CRM, e-commerce platform, or database. Enrich data and ensure targeted campaigns without manual work. Scale your email marketing effortlessly.
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See how Latenode works
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FAQ Harvest and Mailchimp
How can I connect my Harvest account to Mailchimp using Latenode?
To connect your Harvest account to Mailchimp on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Harvest and click on "Connect".
- Authenticate your Harvest and Mailchimp accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Harvest clients to Mailchimp?
Yes, you can! Latenode allows you to automate adding new Harvest clients to Mailchimp lists, streamlining your marketing efforts and ensuring timely engagement.
What types of tasks can I perform by integrating Harvest with Mailchimp?
Integrating Harvest with Mailchimp allows you to perform various tasks, including:
- Adding new Harvest clients automatically to a Mailchimp list.
- Triggering a Mailchimp campaign when a Harvest invoice is paid.
- Updating Mailchimp subscriber data based on Harvest project updates.
- Segmenting Mailchimp audiences based on Harvest project types.
- Sending personalized welcome emails via Mailchimp to new Harvest clients.
Can I filter which Harvest clients sync to Mailchimp lists?
Yes! Latenode's visual editor lets you filter Harvest clients by project, status, or other criteria before they're added to Mailchimp.
Are there any limitations to the Harvest and Mailchimp integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration may require manual setup.
- Complex data transformations might require JavaScript coding.
- Rate limits imposed by Harvest and Mailchimp still apply.
