Integrate Freshsales with Harvest
Send information between Freshsales and Harvest automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Harvest each time a new contact is created in Freshsales
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Harvest each time a new contact is created in Freshsales.
How it works
- The flow triggers when a new contact is created in the selected view in Freshsales.
- Zoho Flow creates a new contact in Harvest.
Generate a new contact in Harvest each time a new contact is created in Freshsales
Freshsales + Harvest
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Supported triggers and actions
Integrate Freshsales and Harvest using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New lead
Triggers when a new lead is created in the selected view
New deal
Triggers when a new deal is created in the selected view
New contact
Triggers when a new contact is created in the selected view
New account
Triggers when a new account is created in the selected view
Estimate updated
Triggers when the details of an existing estimate are updated
Task created
Triggers when a new task is created
Client updated
Triggers when the details of an existing client are updated
Invoice updated
Triggers when the details of an existing invoice are updated
Expense updated
Triggers when the details of an existing expense are updated
Person added
Triggers when a new person is added
Contact updated
Triggers when the details of an existing contact are updated
Invoice created
Triggers when a new invoice is created
Expense created
Triggers when a new expense is created
Project created
Triggers when a new project is created
Contact created
Triggers when a new contact is created
Time entry created
Triggers when a new time entry is created for today
Time entry updated
Triggers when an existing time entry is updated
Person assigned to project
Triggers when a person is assigned to a project
Estimate created
Triggers when a new estimate is created
Client added
Triggers when a new client is added
Project updated
Triggers when the details of an existing project is updated
Task updated
Triggers when an existing task is updated
Person updated
Triggers when the details of an existing person is updated
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Add note to lead
Adds a note to the selected lead
Create lead
Creates a new lead
Add note to contact
Adds a note to the selected contact
Create deal
Creates a new deal
Update contact
Updates the details of an existing contact
Update lead
Updates the details of an existing lead
Convert lead
Converts a lead to contact
Fetch lead by ID
Fetches the details of an existing lead by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch contact by email address
Fetches the details of a existing contact by email
Fetch lead by email address
Fetches the details of an existing lead by email
Update project
Updates the details of an existing project
Create invoice
Creates a new invoice
Create invoice item
Creates a new invoice item
Create project
Creates a new project
Create invoice payment
Creates a new invoice payment
Update client
Updates the details of an existing client
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 expense
Updates the details of an existing expense
Update estimate
Updates the details of an existing estimate
Create time entry
Creates a new time entry for today
Create estimate
Creates a new estimate
Create contact
Creates a new contact
Create person
Creates a new person
Add task to project
Adds a task to the selected project
Create client
Creates a new client
Start timer
Starts timer for today in the selected project
Update estimate status
Updates the details of an existing estimate status
Add person to project
Adds a person to the selected project
Create estimate item
Creates a new estimate item
Update task
Updates the details of an existing task
Update time entry
Updates an existing time entry
Update person
Updates the details of an existing person
Stop timer
Stops timer for today
Update estimate item
Updates the details of an existing estimate item
Update invoice item
Updates the details of an existing invoice item
Fetch client by name
Fetches the details of an existing client
Fetch contact
Fetches the details of an existing contact by ID
Fetch expense
Fetches the details of an existing expense by ID
Fetch estimate
Fetches the details of an existing estimate 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 project
Fetches the details of the specified project
Fetch client
Fetches the details of the specified client
Fetch person
Fetches the details of an existing person by ID
Fetch invoice
Fetches the details of an existing invoice by ID
What is Freshsales?
Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.
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
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