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Pipedrive logoPipedrive logo

Harvest + Pipedrive

Harvest + Pipedrive

Harvest + Pipedrive integrations

Create tasks in Harvest for every new deal matching filter in Pipedrive

Streamline your workflow between Pipedrive and Harvest effortlessly. With this integration, whenever a deal matching filter occurs within Pipedrive, a new task is instantly created in Harvest. This seamless process not only saves time but also ensures that no important tasks fall through the cracks. Increase productivity and manage your business operations efficiently with this easy-to-use solution.

  1. When this happens...
    Deal Matching Filter
    Deal Matching Filter
    Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Create Task
    Create Task
    Create TaskCreates a Task and optionally assigns it to a project
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More things you can do with Pipedrive and Harvest

Discover other triggers and actions you can use with Pipedrive and Harvest

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About Harvest
Simple time tracking software and powerful reporting that helps your team thrive.
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pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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