Integrate HubSpot CRM with Harvest
Send information between HubSpot CRM and Harvest automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate an invoice in Harvest for newly closed deals in HubSpot CRM
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Harvest each time a deal is won in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new invoice in Harvest.
Generate an invoice in Harvest for newly closed deals in HubSpot CRM
HubSpot CRM + Harvest
Set up a task in Harvest every time a task is added in HubSpot CRM
Efficiently manage deadlines by logging all tasks in your time tracking application. This flow will set up a task in Harvest every time a task is added in HubSpot CRM.
How it works
- The flow triggers when a new task is created in HubSpot CRM.
- Zoho Flow creates a new task in Harvest.
Set up a task in Harvest every time a task is added in HubSpot CRM
HubSpot CRM + Harvest
Add a new contact in Harvest whenever a new contact is added in HubSpot CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Harvest each time a new contact is created in HubSpot CRM.
How it works
- The flow triggers when a new contact is created in HubSpot CRM.
- Zoho Flow creates a new contact in Harvest.
Add a new contact in Harvest whenever a new contact is added in HubSpot CRM
HubSpot CRM + Harvest
Build your own integrations between HubSpot CRM and Harvest
Connect HubSpot CRM and Harvest with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate HubSpot CRM and Harvest using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when the details of an existing contact are updated
Company updated
Triggers when the details of an existing company are updated
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Engagement created
Triggers when a new engagement is created
Time entry updated
Triggers when an existing time entry is updated
Contact created
Triggers when a new contact is created
Person assigned to project
Triggers when a person is assigned to a project
Expense created
Triggers when a new expense is created
Time entry created
Triggers when a new time entry is created for today
Contact updated
Triggers when the details of an existing contact are updated
Project created
Triggers when a new project is created
Task updated
Triggers when an existing task is updated
Person updated
Triggers when the details of an existing person is updated
Estimate created
Triggers when a new estimate is created
Client added
Triggers when a new client is added
Invoice updated
Triggers when the details of an existing invoice are updated
Project updated
Triggers when the details of an existing project is updated
Task created
Triggers when a new task is created
Client updated
Triggers when the details of an existing client are updated
Invoice created
Triggers when a new invoice is created
Expense updated
Triggers when the details of an existing expense are updated
Person added
Triggers when a new person is added
Estimate updated
Triggers when the details of an existing estimate are updated
All Actions - Actions are the automated tasks
Create ticket
Creates a new ticket
Create engagement
Creates a new engagement
Create company
Creates a new company
Create contact
Creates a new contact
Create deal
Creates a new deal
Create task
Creates a new task
Create or update contact
Creates a new contact. Updates the contact details if it already exists
Update company
Updates the details of an existing company
Update contact - By VID
Updates the details of a contact associated with the specified VID
Associate CRM entities
Associates two existing CRM entities
Update contact - By email
Updates the details of the contact associated with the specified email
Fetch company - By name
Fetches the details of an existing company by name
Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
Fetch deal
Fetches the details of an existing deal by ID
Fetch contact
Fetches the details of an existing contact by VID or Email
Fetch company - By ID
Fetches the details of an existing company by ID
Update expense
Updates the details of an existing expense
Update estimate
Updates the details of an existing estimate
Add task to project
Adds a task to the selected project
Create client
Creates a new client
Create contact
Creates a new contact
Create person
Creates a new person
Create time entry
Creates a new time entry for today
Create estimate
Creates a new estimate
Update project
Updates the details of an existing project
Create invoice
Creates a new invoice
Start timer
Starts timer for today in the selected project
Update estimate status
Updates the details of an existing estimate status
Create invoice payment
Creates a new invoice payment
Update client
Updates the details of an existing client
Create invoice item
Creates a new invoice item
Create project
Creates a new project
Add person to project
Adds a person to the selected project
Create estimate item
Creates a new estimate item
Update contact
Updates the details of an existing contact
Create task
Creates a new task
Update invoice
Updates the details of an existing invoice
Create expense
Creates a new expense
Update task
Updates the details of an existing task
Update time entry
Updates an existing time entry
Update estimate item
Updates the details of an existing estimate item
Update invoice item
Updates the details of an existing invoice item
Update person
Updates the details of an existing person
Stop timer
Stops timer for today
Fetch person
Fetches the details of an existing person by ID
Fetch invoice
Fetches the details of an existing invoice by ID
Fetch project
Fetches the details of the specified project
Fetch client
Fetches the details of the specified client
Fetch client by name
Fetches the details of an existing client
Fetch contact
Fetches the details of an existing contact by ID
Fetch task
Fetches the details of an existing task by ID
Fetch time entry
Fetches the details of an existing time entry by ID
Fetch expense
Fetches the details of an existing expense by ID
Fetch estimate
Fetches the details of an existing estimate by ID
What is HubSpot CRM?
HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.
Similar apps
What is Harvest?
Harvest is an online time tracking application that lets you track expenses, manage projects, and automatically create invoices from expenses and billable time.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
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Toto
Technical Engineer, Master Liveaboards
