Integrate Harvest with HubSpot CRM

Appy Pie Connect allows you to automate multiple workflows between Harvest and HubSpot CRM

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About Harvest

Harvest is a cloud-based time tracking tool designed for businesses of all sizes. The solution provides timesheet and invoicing features for small businesses and freelancers. Key features include time and expense management, team management, project management, scheduling and invoicing.

About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

Want to explore Harvest + HubSpot CRM quick connects for faster integration? Here’s our list of the best Harvest + HubSpot CRM quick connects.

Explore quick connects

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Connect Harvest + HubSpot CRM in easier way

It's easy to connect Harvest + HubSpot CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Client

    Triggers when you add a new client.

  • New Contact

    Triggers when you add a new contact.

  • New Invoice

    Triggers when you add a new invoice (with line item support).

  • New Invoice

    Triggers when you add a new invoice.

  • New Person

    Triggers when you add a new person.

  • New Project

    Triggers when you add a new project.

  • New Task

    Triggers when you add a new task.

  • New Timesheet Entry

    Triggers when a new timesheet entry is created for today.

  • New User Assignment

    Triggers when a person is assigned to a project.

  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • Actions
  • Creates Timesheet Entry

    Creates a new timesheet entry for the current day.

  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

How Harvest & HubSpot CRM Integrations Work

  1. Step 1: Choose Harvest as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick HubSpot CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Harvest to HubSpot CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Harvest and HubSpot CRM

Harvest

Harvest is an online time tracking software that helps users with their time management. It’s a web-based application that comes with some features that are helpful for the team. With it, you can track time for clients and projects as well as generate reports.

HubSpot CRM

HubSpot CRM is an online customer relationship management top that helps users to manage leads, contacts, and tasks. It also allows you to create marketing campaigns, track sales, and understand customer behavior. In short, this is a complete marketing top that helps you build your business.

Integration of Harvest and HubSpot CRM

Integration of Harvest and HubSpot CRM enables you to connect HubSpot to Harvest, so you can easily track your time in Harvest and at the same time see all your activities on HubSpot. The integration will display your HubSpot-related activities on your Harvest dashboard. This way, you won’t have to switch between different platforms to keep track of your time and activities.

Now with one click you can update your time-tracking on Harvest from within HubSpot. Simply click on the “Sync Now” button that appears on your HubSpot dashboard. The integration will sync your time-tracking information for all clients, projects, and tasks that you created in HubSpot. You can even sync activities such as calls, emails, meetings, and tasks. So, the next time you need to update or add your data on Harvest, just log into your HubSpot account and click on the Sync Now button. That’s it!

Benefits of Integration of Harvest and HubSpot CRM

There are many benefits of integrating Harvest with HubSpot CRM. Here are some of them:

The process to integrate Harvest and HubSpot CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm