Integrate Zoho CRM with Harvest
Send information between Zoho 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 Zoho CRM
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in Harvest whenever a deal is closed in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new invoice in Harvest.
Generate an invoice in Harvest for newly closed deals in Zoho CRM
Zoho CRM + Harvest
Create a new contact in Harvest whenever a new contact is created in Zoho CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Harvest whenever a new contact is added in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in Harvest.
Create a new contact in Harvest whenever a new contact is created in Zoho CRM
Zoho CRM + Harvest
Build your own integrations between Zoho CRM and Harvest
Connect Zoho CRM and Harvest with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho CRM and Harvest using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
Updated module entry
Triggers when an entry is updated in the selected module
New lead
Triggers when a new lead is created
New user
Triggers when a new user is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated deal
Triggers when an existing deal is updated
New module
Triggers when a new module is created
Entry created or updated
Triggers when a record entry is created or updated
New note
Triggers when a new note is added
User created or updated
Triggers when the details of an existing user are created or updated
Task created
Triggers when a new task is created
Estimate updated
Triggers when the details of an existing estimate are updated
Task updated
Triggers when an existing task is updated
Project updated
Triggers when the details of an existing project is updated
Invoice created
Triggers when a new invoice is created
Person added
Triggers when a new person is added
Contact created
Triggers when a new contact is created
Contact updated
Triggers when the details of an existing contact 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
Project created
Triggers when a new project is created
Time entry created
Triggers when a new time entry is created for today
Client added
Triggers when a new client is added
Person assigned to project
Triggers when a person is assigned to a project
Expense created
Triggers when a new expense is created
Estimate created
Triggers when a new estimate is created
Client updated
Triggers when the details of an existing client are updated
Time entry updated
Triggers when an existing time entry is updated
Person updated
Triggers when the details of an existing person is updated
All Actions - Actions are the automated tasks
Send email template
Sends an email to the specified users
Convert lead to contact
Converts a lead to a contact
Add user
Adds a new user
Add tags
Adds tags to the specified record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Update related module entry
Relates an entry in this module with an entry in another module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send mail merge
Sends a mail merge with details of the selected record
Draft email template
Drafts an email based on the selected template
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Remove tags
Removes tags from the specified record
Raise signal
Raises a signal to Zoho CRM
Add note
Adds a note to the selected module
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update user
Updates the details of an existing user based on user ID
Fetch email template
Fetches an email template by name
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch lead
Fetches a lead by email address or unique ID
Fetch account
Fetches an account by its name or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch inventory template
Fetches an inventory template using ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Add task to project
Adds a task to the selected project
Create estimate
Creates a new estimate
Create invoice payment
Creates a new invoice payment
Update estimate
Updates the details of an existing estimate
Create time entry
Creates a new time entry for today
Create task
Creates a new task
Update expense
Updates the details of an existing expense
Create person
Creates a new person
Update contact
Updates the details of an existing contact
Update time entry
Updates an existing time entry
Create contact
Creates a new contact
Create estimate item
Creates a new estimate item
Update task
Updates the details of an existing task
Add person to project
Adds a person to the selected project
Create expense
Creates a new expense
Update invoice
Updates the details of an existing invoice
Start timer
Starts timer for today in the selected project
Create project
Creates a new project
Update estimate status
Updates the details of an existing estimate status
Create invoice
Creates a new invoice
Create invoice item
Creates a new invoice item
Create client
Creates a new client
Update project
Updates the details of an existing project
Update client
Updates the details of an existing client
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
Update person
Updates the details of an existing person
Fetch client
Fetches the details of the specified client
Fetch project
Fetches the details of the specified project
Fetch person
Fetches the details of an existing person by ID
Fetch task
Fetches the details of an existing task 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 time entry
Fetches the details of an existing time entry by ID
Fetch contact
Fetches the details of an existing contact by ID
Fetch estimate
Fetches the details of an existing estimate by ID
Fetch expense
Fetches the details of an existing expense by ID
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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 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 the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
