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Super-charge Customer Success by Integrating Akita and Harvest

Akita’s Harvest integration allows you to leverage your Harvest Customer, Project and Invoice data to deliver more value to your Customers.

How to Connect Harvest and Akita

Step 1

Step 1

Head to the Integrations section in Akita. You’ll find it under Settings (the cog icon ) in the left menu bar.

Step 2

Step 2

Click the Connect Provider button.

Harvest

Step 3

Select Harvest from the list of available integrations.

Step 4

Step 4

Fill in the form to complete the connection. For this, you will need your Web Address from your Harvest account.That’s it – all done!

Your Harvest Customer Data in Akita

  • Once connected, your Akita account will begin populating with your Harvest data.
  • This data will appear alongside all your other customer interactions for a 360° view.

  • Segment your accounts based on data from your Harvest account, and from your other business tools.

  • Define lifecycle stages and make sure customers stay on track.

  • Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.