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0:46
Alex & Andra
Everything We Automate In Our Business Pt. 2 (Asana + Help Scout + Harvest Integration)
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0:54

Everything We Automate In Our Business Pt. 2 (Asana + Help Scout + Harvest Integration)

Alex & Andra
Efficient (Alex & Andra)
381 subscribers
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Ever wonder what an automation/integration company automates in their own business? A lot... Here's pt. 2 for everything we automate in our business!

Check out Pt. 1 here

Check out Pt. 3 here

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Transcript

We run an automation business and here's everything that we automate in our business part two:

So this workflow starts with Help Scout which is our chosen help desk and when someone writes us a support ticket it automatically creates a task in Asana which is a project management tool.

We can click on it we open up the task and then from the task that has all of our details we can click this nifty little timer which is integrated with Harvest which is our time tracking app.

From here we can track our time against each different customer and then once we're all done we can go back to our help desk (which is Help Scout) to then mark the support ticket as closed.

That automatically marks the task in Asana as complete, otherwise without integration we'd be overwhelmed — but this workflow makes it much more pleasant.

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Integrations Discussed

Help Scout
Help Scout + Asana
Integration
Video Overview
Help Desk & Chat
 + 
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Help Scout + Asana

Save time, easily turn your support tickets into larger projects and spend less time manually adding tasks to Asana
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Help Scout
Asana
Copper
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CRM
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Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana
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Copper + Harvest

Keep your project budgeting under control, start tracking time the second a lead turns into a customer
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Copper
Harvest
Copper
Copper + Help Scout
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CRM
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Help Desk & Chat

Copper + Help Scout

Provide better customer service, keep a solid record of each customer interaction in your CRM
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Copper
Help Scout
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