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Harvest + Pipedrive

Harvest + Pipedrive

Harvest + Pipedrive integrations

Update tasks in Harvest when deal stages change in Pipedrive

Keep your project management streamlined and up-to-date with this efficient workflow. Whenever there's a change in deal stage in your Pipedrive account, a corresponding task will be immediately created in your Harvest account. This eliminates the need for repeated, manual data entry and ensures that every deal stage update in Pipedrive is promptly reflected in Harvest. Benefit from increased productivity and optimised efficiency with this solution.

  1. When this happens...
    Updated Deal Stage
    Updated Deal Stage
    Updated Deal StageTriggers when a deal's stage is updated.
  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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