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Set up your first integration
Quickly connect Harvest to HubSpot with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Harvest with HubSpot - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Invoice Paid" from Harvest.
Add your action
An action happens after the trigger—such as "Add Contact to List" in HubSpot.
You’re connected!
Zapier seamlessly connects Harvest and HubSpot, automating your workflow.
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Frequently Asked Questions about Harvest + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Harvest and HubSpot
How do I connect Harvest to HubSpot?
Connecting Harvest to HubSpot involves creating a new Zap in our platform. First, select Harvest as your trigger app and authenticate your account. Then, set the specific trigger event that will start the automation, such as a new time entry or project creation. Next, choose HubSpot as your action app and define what should happen in HubSpot when the trigger event occurs.
What triggers can I set up with Harvest?
In Harvest, you can set up triggers for various events such as new timesheets created, updated client information, or completed projects. These triggers will initiate actions in HubSpot when they occur.
Can I create new contacts in HubSpot from Harvest automatically?
Yes, you can automatically create new contacts in HubSpot whenever a specific event happens in Harvest. For instance, if a new client is added in Harvest, you can set up an action to create a new contact in HubSpot with their details.
Is it possible to update existing deals in HubSpot using data from Harvest?
Absolutely. You can configure an action that updates existing deals in HubSpot based on changes or specifics from your projects managed via Harvest. This helps ensure that all deal-related information remains current.
How does the integration handle deleted data?
The integration does not automatically handle deletions from either app to prevent accidental data loss. Any necessary deletions must be manually synced by updating records accordingly across both platforms.
What are the common issues faced during integration setup and how can they be resolved?
Common issues include authentication problems and incorrect field mappings between apps. Ensure both accounts are correctly authenticated and review field mappings carefully during setup. Our support team is also ready to help troubleshoot these issues if needed.
Can workflows be customized post-integration?
Yes, workflows can be modified even after initial setup. You can adjust triggers and actions or add new ones at any point through our platform to better align the integration with changing business needs.
Practical ways you can use Harvest and HubSpot
Customer Feedback Analysis
Analyzing customer feedback data to identify satisfaction trends and improve services.
Business Owner
System Health Monitoring
Automating the monitoring of IT infrastructure to identify potential issues and resolve them proactively.
ITCampaign Performance Reporting
Automating the collection and analysis of marketing campaign data to generate performance insights.
Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Invoice Paid
Triggers when an invoice is fully paid.
Try ItTriggerPolling - New Client
Triggers when a new client is added.
Try ItTriggerPolling - New Expense
Triggers when a new expense is added.
Try ItTriggerPolling - New Project
Triggers when a project is created.
Try ItTriggerPolling
- Invoice Sent
Triggers when an invoice is sent or marked as sent.
Try ItTriggerPolling - New Contact
Triggers when new contact is added.
Try ItTriggerPolling - New Invoice
Triggers when an invoice is created.
Try ItTriggerPolling - New Task
Triggers when a new task is added.
Try ItTriggerPolling
