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 750+ 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

Campaign created or updated

Triggers when a campaign is created or updated in HubSpot Marketing

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Task created

Triggers when a new task is created

Company updated

Triggers when the details of an existing company are updated

Contact updated

Triggers when the details of an existing contact are updated

Deal updated

Triggers when a deal is updated

Deal created

Triggers when a new deal is created

Engagement created

Triggers when a new engagement is created

Person assigned to project

Triggers when a person is assigned to a project

Contact created

Triggers when a new contact is created

Time entry created

Triggers when a new time entry is created for today

Expense created

Triggers when a new expense is created

Time entry updated

Triggers when an existing time entry is updated

Client added

Triggers when a new client is added

Person added

Triggers when a new person is added

Expense updated

Triggers when the details of an existing expense are updated

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Contact updated

Triggers when the details of an existing contact are updated

Project updated

Triggers when the details of an existing project is updated

Invoice updated

Triggers when the details of an existing invoice are updated

Estimate updated

Triggers when the details of an existing estimate are updated

Invoice created

Triggers when a new invoice is created

Estimate created

Triggers when a new estimate is created

Person updated

Triggers when the details of an existing person is updated

Task updated

Triggers when an existing task is updated

Client updated

Triggers when the details of an existing client are updated

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create ticket

Creates a new ticket

Create deal

Creates a new deal

Create company

Creates a new company

Create contact

Creates a new contact

Create engagement

Creates a new engagement

Update contact - By email

Updates the details of the contact associated with the specified email

Associate CRM entities

Associates two existing CRM entities

Update company

Updates the details of an existing company

Create or update contact

Creates a new contact. Updates the contact details if it already exists

Update contact - By VID

Updates the details of a contact associated with the specified VID

Fetch campaign - By ID

Fetches the details of an existing campaign from HubSpot Marketing by ID

Fetch company - By name

Fetches the details of an existing company by name

Fetch deal

Fetches the details of an existing deal by ID

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch contact

Fetches the details of an existing contact by VID or Email

Add task to project

Adds a task to the selected project

Update estimate

Updates the details of an existing estimate

Update expense

Updates the details of an existing expense

Create estimate

Creates a new estimate

Create invoice item

Creates a new invoice item

Update client

Updates the details of an existing client

Create invoice payment

Creates a new invoice payment

Create client

Creates a new client

Update contact

Updates the details of an existing contact

Create estimate item

Creates a new estimate item

Add person to project

Adds a person to the selected project

Update time entry

Updates an existing time entry

Create time entry

Creates a new time entry for today

Create person

Creates a new person

Create contact

Creates a new contact

Create task

Creates a new task

Start timer

Starts timer for today in the selected project

Create invoice

Creates a new invoice

Update project

Updates the details of an existing project

Create project

Creates a new project

Create expense

Creates a new expense

Update estimate status

Updates the details of an existing estimate status

Update invoice

Updates the details of an existing invoice

Update task

Updates the details of an existing task

Update person

Updates the details of an existing person

Update invoice item

Updates the details of an existing invoice item

Stop timer

Stops timer for today

Update estimate item

Updates the details of an existing estimate item

Fetch client

Fetches the details of the specified client

Fetch expense

Fetches the details of an existing expense by ID

Fetch contact

Fetches the details of an existing contact by ID

Fetch task

Fetches the details of an existing task by ID

Fetch client by name

Fetches the details of an existing client

Fetch estimate

Fetches the details of an existing estimate by ID

Fetch project

Fetches the details of the specified project

Fetch invoice

Fetches the details of an existing invoice by ID

Fetch time entry

Fetches the details of an existing time entry by ID

Fetch person

Fetches the details of an existing person 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

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We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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

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