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

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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
  1. The flow triggers when a deal is updated in HubSpot CRM.
  2. Zoho Flow creates a new invoice in Harvest.
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Generate an invoice in Harvest for newly closed deals in HubSpot CRM

HubSpot CRM + Harvest

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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
  1. The flow triggers when a new task is created in HubSpot CRM.
  2. Zoho Flow creates a new task in Harvest.
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Set up a task in Harvest every time a task is added in HubSpot CRM

HubSpot CRM + Harvest

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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
  1. The flow triggers when a new contact is created in HubSpot CRM.
  2. Zoho Flow creates a new contact in Harvest.
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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 800+ 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

Task created

Triggers when a new task is created

Deal updated

Triggers when a deal is updated

Engagement created

Triggers when a new engagement is created

Contact updated

Triggers when the details of an existing contact are updated

Campaign created or updated

Triggers when a campaign is created or updated in HubSpot Marketing

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

Contact created

Triggers when a new contact is created

Company updated

Triggers when the details of an existing company are updated

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 company

Creates a new company

Create deal

Creates a new deal

Create engagement

Creates a new engagement

Create contact

Creates a new contact

Create ticket

Creates a new ticket

Create task

Creates a new task

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

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

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

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

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 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.

CRM Popular

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.

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.

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

Siddharth Ahuja

CEO, Fabricroot

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

Harnoor Abroll

Technical and Operations Head, TruAct

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