Harvest and SendGrid automations

Ready-made scenarios where Harvest and SendGrid work for you: pick one — a copy appears in your account and runs on its own.

76 scenarios

New Harvest contacts — into SendGrid audiences
Contacts from Harvest into SendGrid audiences
Website leads greeted — email, CRM, team alert
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Support email sorts itself and becomes tasks
A form request into a tracker issue
Onboarding event attendees — on autopilot
A daily overdue-tasks report in your inbox
All work accounts for a new hire from one form
Automatic payment reminders for Harvest invoices
Enriching leads with contacts — drop a sheet, get a filled CRM
Candidate shortlisting, emails and screening tasks
Unpaid-invoice control: task and email — on their own
Turn support emails into tracker tickets automatically
Urgent tasks that don't stall
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
Invoices from an order form — issued and sent automatically
Inbound leads scored, with alerts and draft replies for the hot ones
Win back abandoned Shopify carts by email and in CRM
A personalized sales proposal from a table row, ready and sent
A prospect list with contacts — automatically
Meeting notes — into tasks, participant emails and a summary
New-lead handling: CRM entry, team alert and reminder
An invoice to the client — from one status change
Requests from Notion — into Harvest tasks with a team notice
Tickets prioritized by importance, tasks created for you
Lead verification and CRM sync — straight from a JotForm form
Smart auto-replies to routine emails
Open-house visitors into your CRM and into an email, right after the visit
Stuck tickets, followed up automatically
A daily sprint and time-tracking report, by email
Data-load failure monitoring with tasks and alerts
A follow-up email after a canceled meeting — automatically
Release notes — ready the moment a version ships
Bug reports turned into proper tickets
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Interview bookings — call, task and emails assembled automatically
Contract renewal reminders: an email to the client, a task for the rep
New-issue triage: task, notification, reply to the author, and a logged row
Polite candidate rejections sent by email, with the task closed
Smart support triage with Harvest
Cold outreach with personal emails and CRM logging
Critical bugs from testing escalated straight to tickets and engineering chat
A daily launch digest — with a task for each notable one
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Data-quality watch that alerts only on real issues
B2B prospect search and personal outreach — on autopilot
Invoice intake with reading, risk checks and approval
Tasks and a recap email after a meeting — from one yes
Website lead scoring — a task for the rep only on the strong ones
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
Reorder recommendations from your stock table — automatically
A daily goals report: what's on plan and what's behind
A morning traffic summary for your site — in plain words
Route change requests by the rules — no manual triage
Call summaries, tasks and follow-ups, automatically
Change request routing: tickets, audit trail and notifications
Tell customers their bug is fixed — the moment the issue closes
Early warning for a reputation crisis
Customer feedback sorted into themes, tasks and a weekly report
A full new-client welcome after the form
Website enquiries: contact, ticket and reply with no manual entry
Auto-booking demos for high-intent leads
Support tickets turned into a prioritized engineering backlog
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Tester feedback triage: tickets, knowledge base and a reply to the author
Action-emails — straight onto your to-do list
Feedback triage and customer replies — automatically
Invoices from orders and payment reminders — automatically
A Harvest project from a feature description — with tasks and sub-tasks
Every sale — logged, a ping to you and a thank-you to the buyer