Integrate Salesforce with Harvest

Send information between Salesforce and Harvest automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Set up a task in Harvest every time a task is added in Salesforce

Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in Harvest as soon as a task is created in Salesforce.

How it works
  1. The flow triggers when a new task is created in Salesforce.
  2. Zoho Flow creates a new task in Harvest.
+

Set up a task in Harvest every time a task is added in Salesforce

Salesforce + Harvest

[esc]

Add a new contact in Harvest whenever a new contact is added in Salesforce

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in Harvest whenever a new contact is added in Salesforce.

How it works
  1. The flow triggers when a new contact is created in Salesforce.
  2. Zoho Flow creates a new contact in Harvest.
+

Add a new contact in Harvest whenever a new contact is added in Salesforce

Salesforce + Harvest

Build your own integrations between Salesforce and Harvest

Connect Salesforce 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 Salesforce and Harvest using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact updated

Triggers when a contact is updated

Order updated

Triggers when an order is updated

Product added

Triggers when a new product is added

Case created

Triggers when a new case is created

Opportunity added

Triggers when a new opportunity is added

Lead created

Triggers when a new lead is created

Solution updated

Triggers when an solution is updated

Product updated

Triggers when an product is updated

Note updated

Triggers when a note is updated

Task updated

Triggers when a task is updated

Case updated

Triggers when a case is updated

Note created

Triggers when a new note is created

Campaign added

Triggers when a new campaign is added

Account created

Triggers when a new account is created

Event updated

Triggers when an event is updated

Contact created

Triggers when a new contact is created

Module entry updated

Triggers when a record is updated in the selected module

Account updated

Triggers when an account is updated

Order created

Triggers when a new order is created

Task created

Triggers when a new task is created

Opportunity updated

Triggers when an opportunity is updated

Module entry added

Triggers when a new entry is added to the selected module

Event created

Triggers when a new event is created

Campaign updated

Triggers when a new campaign is updated

Solution added

Triggers when a new solution is added

Lead updated

Triggers when a lead is updated

Client added

Triggers when a new client is added

Task updated

Triggers when an existing task is updated

Person updated

Triggers when the details of an existing person is 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

Invoice created

Triggers when a new invoice is created

Project updated

Triggers when the details of an existing project is updated

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

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

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

Estimate created

Triggers when a new estimate is created

All Actions - Actions are the automated tasks

Create case

Creates a new case

Create note

Creates a new note

Create campaign

Creates a new campaign

Create contact

Creates a new contact

Create opportunity

Creates a new opportunity

Create account

Creates a new account

Create solution

Creates a new solution

Create product

Creates a new product

Create lead

Creates a new lead

Create custom module entry

Creates a new entry in the selected module

Create task

Creates a new task

Create order

Creates a new order

Create event

Creates a new event

Update task

Updates the details of an existing task

Update account

Updates the details of an existing account

Update product

Updates the details of an existing product

Update campaign

Updates the details of an existing campaign

Update event

Updates the details of an existing event

Update case

Updates the details of an existing case

Update solution

Updates the details of an existing solution

Update note

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update opportunity

Updates the details of an existing opportunity

Update custom module entry

Updates the details of entry in the selected module

Update order

Updates the details of an existing order

Update contact

Updates the details of an existing contact

Fetch group

Fetches the details of an existing group by name or ID

Fetch lead

Fetches the details of an existing lead by name or ID

Fetch event

Fetches the details of an existing event by subject or ID

Fetch order

Fetches the details of an existing order by number or ID

Fetch product

Fetches the details of an existing product by name or ID

Fetch user

Fetches the details of an existing user by email, name or ID

Fetch company

Fetches the details of an existing D&B company by name or ID

Fetch contract

Fetches the details of an existing contract by number or ID

Fetch contact

Fetches the details of an existing contact by name or email address or ID

Fetch note

Fetches the details of an existing note by title or ID

Fetch opportunity

Fetches the details of an existing opportunity by name or ID

Fetch module entry

Fetches the details of a module record entry based on the specified value

Fetch asset

Fetches the details of an existing asset by name or ID

Fetch solution

Fetches the details of an existing solution by name or ID

Fetch case

Fetches the details of an existing case by subject or ID

Fetch account

Fetches the details of an existing account by name or ID

Fetch custom module entry

Fetches the details of an entry in the selected module by name or ID

Fetch campaign

Fetches the details of an existing campaign by name or ID

Create project

Creates a new project

Create invoice payment

Creates a new invoice payment

Update client

Updates the details of an existing client

Add task to project

Adds a task to the selected project

Create client

Creates a new client

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

Update invoice

Updates the details of an existing invoice

Create expense

Creates a new expense

Start timer

Starts timer for today in the selected project

Update estimate status

Updates the details of an existing estimate status

Update project

Updates the details of an existing project

Create invoice

Creates a new invoice

Create invoice item

Creates a new invoice item

Update time entry

Updates an existing time entry

Create estimate

Creates a new estimate

Create contact

Creates a new contact

Create person

Creates a new person

Update contact

Updates the details of an existing contact

Create task

Creates a new task

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 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

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

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

What is Salesforce?

Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY