Bigin by Zoho CRM + Harvest Integration

Integrate Bigin by Zoho CRM to Harvest in one click, or tell Integrately AI how you want each deal handled. Track billable hours, generate detailed invoices, and analyze your time data automatically.

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1.
  • Bigin by Zoho CRM
    Contact is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Contact is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Task is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Event is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Call is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Product is created in Bigin by Zoho CRM
  • Harvest
    Expense is added in Harvest
  • Harvest
    Invoice is paid in Harvest
  • Harvest
    Timesheet entry is created in Harvest
  • Harvest
    Task is added in Harvest
  • Harvest
    Project is added in Harvest
  • Harvest
    Person is assigned to project in Harvest
  • Harvest
    Invoice (with line items) is added in Harvest
  • Harvest
    Invoice is added in Harvest
  • Harvest
    Client is added in Harvest
  • Harvest
    Contact is added in Harvest
  • Harvest
    Person is added in Harvest
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2.
  • Bigin by Zoho CRM
    Create deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company by field in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    List contact deals by contact id in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get company by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create call in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get contact by ID in Bigin by Zoho CRM
  • Harvest
    Find task by ID in Harvest
  • Harvest
    Find project by ID in Harvest
  • Harvest
    Find client by ID in Harvest
  • Harvest
    Create time entry with start and end time in Harvest
  • Harvest
    Create project in Harvest
  • Harvest
    Create timesheet entry in Harvest
  • Harvest
    Create task in Harvest
  • Harvest
    Create client in Harvest
  • Harvest
    Create and start timer in Harvest
  • Harvest
    Create contact in Harvest

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Ready Workflows Ready Workflows for Bigin by Zoho CRM + Harvest Integration

Track billable hours, generate detailed invoices, keep projects updated, and manage your time data, all in just one click.

Most popular automationsmost-popular-automations
Harvest + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM task for new Harvest task

Have you ever wished that you could sync your Harvest task with your Bigin by Zoho CRM task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in Harvest, a matching task will be created in Bigin by Zoho CRM. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your Harvest and Bigin by Zoho CRM accounts.
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Harvest + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM contact from new Harvest project

If you're using the time tracking app Harvest to manage your project, you'll want to create a contact in Bigin by Zoho CRM to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a contact in Bigin by Zoho CRM whenever you create a project in Harvest.
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Bigin by Zoho CRM + Harvest Integration

Create Harvest task for new Bigin by Zoho CRM task

Task is a necessary part of any business. It can be anything from making a phone call to writing a report. As your company grows, it's important to have the right tools in place to help manage your tasks.

Bigin by Zoho CRM and Harvest are two great tools that can help you get organized and stay on track. When you create a task in Bigin by Zoho CRM, this automation will automatically create a corresponding task in Harvest so you can start tracking your time immediately.

Having everything all in one place makes it easy to keep track of what you need to do and how much time you're spending on each task. Give this Bigin by Zoho CRM and Harvest integration a try today and see how they can help streamline your workflow!
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Bigin by Zoho CRM + Harvest Integration

Create Harvest task for new Bigin by Zoho CRM deal

In your work as a salesperson, you're constantly on the lookout for potential deals. Once you've identified a promising deal, it's important to track and manage the progress of that deal so you don't lose focus or let it fall through the cracks.

With this integration, you can quickly create a corresponding task in Harvest each time a deal is created in Bigin by Zoho CRM. This way you never lose track of the progress for that particular deal - and with automated reminders, it will be easy to get back on track if something slips through the cracks.
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Connect more apps to your Bigin by Zoho CRM + Harvest flow

Streamline your sales pipeline and track time across your entire business stack. Pick a combination and activate it in one click.

Bigin by Zoho CRM
Harvest
+
AsanaAsana (8)
+
Google DriveGoogle Drive (8)
+
SlackSlack (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
GmailGmail (8)
+
TypeformTypeform (4)
B
H
A
Create a Harvest project for every new deal in Bigin by Zoho CRM, and add a kickoff task in Asana
New Bigin by Zoho CRM deals automatically spin up a Harvest project and create a kickoff task in Asana without manual coordination.
H
B
A
Create a contact in Bigin by Zoho CRM when a person is added in Harvest, and open an onboarding task in Asana
New Harvest personnel entries immediately generate a Bigin by Zoho CRM contact and an onboarding task in Asana.
B
H
A
When a deal is updated in Bigin by Zoho CRM, update the Harvest project status and update the corresponding task in Asana
Deal changes in Bigin by Zoho CRM update your Harvest projects and sync task progress in Asana automatically.
H
B
A
Create a Bigin by Zoho CRM task when a task is added in Harvest, and create a follow-up task in Asana
New Harvest tasks instantly generate a corresponding Bigin by Zoho CRM task and an administrative follow-up in Asana.
B
H
A
If a contact is created in Bigin by Zoho CRM, create a Harvest client and add a contact record in Asana
New contacts in Bigin by Zoho CRM automatically establish a Harvest client profile and an Asana task record.
H
B
A
When a project is added in Harvest, update the deal in Bigin by Zoho CRM and complete the task in Asana
New Harvest projects update your Bigin by Zoho CRM deals and mark the preliminary Asana task as complete.
B
H
A
Use ChatGPT to summarise new Bigin by Zoho CRM deals, create a Harvest project, and add a review task in Asana
ChatGPT generates deal summaries, provisions a Harvest project, and schedules a review task in Asana automatically.
B
H
A
S
When a company is created in Bigin by Zoho CRM, create a Harvest client, create a project plan in Asana, and notify your team in Slack
New companies in Bigin by Zoho CRM set up Harvest clients, build Asana project plans, and notify Slack channels.

Supported triggers and actions for Bigin by Zoho CRM and Harvest

Mix and match to build the exact automation you need

Bigin by Zoho CRM
Bigin by Zoho CRM Triggers & Actions
Contact is created in Bigin by Zoho CRM
Triggers the automation when a new contact is created
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Company is created in Bigin by Zoho CRM
Triggers the automation when a new company is created
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Company is updated in Bigin by Zoho CRM
Triggers the automation when a company is updated
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Contact is updated in Bigin by Zoho CRM
Triggers the automation when a contact is updated
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Deal is updated in Bigin by Zoho CRM
Triggers the automation when a deal is updated
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Deal is created in Bigin by Zoho CRM
Triggers the automation when a deal is created
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Task is created in Bigin by Zoho CRM
Triggers the automation when a new task is created
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Event is created in Bigin by Zoho CRM
Triggers the automation when a new event is created
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Call is created in Bigin by Zoho CRM
Triggers the automation when a new call is made
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Product is created in Bigin by Zoho CRM
Triggers the automation when a new product is created
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Create deal in Bigin by Zoho CRM
Generates a new deal with
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Search company by field in Bigin by Zoho CRM
Finds information about a company
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Search contact in Bigin by Zoho CRM
Finds and retrieves contact information
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Create contact in Bigin by Zoho CRM
Adds a new contact to the database
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Update contact in Bigin by Zoho CRM
Updates contact information with new details
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List contact deals by contact id in Bigin by Zoho CRM
Lists all deals associated with a contact by contact id
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Update deal in Bigin by Zoho CRM
Updates deal information based on new criteria or changes
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Search deal in Bigin by Zoho CRM
Retrieves and find a deal
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Search deal by ID in Bigin by Zoho CRM
Searches for a deal by its unique id
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Create company in Bigin by Zoho CRM
Generates a new company profile with given details
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Search company in Bigin by Zoho CRM
Finds information about a company
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Update company in Bigin by Zoho CRM
Updates company information
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Get company by ID in Bigin by Zoho CRM
Retrieves a company's details using its id
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Create task in Bigin by Zoho CRM
Creates a new task
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Search task in Bigin by Zoho CRM
Searches for a task
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Update task in Bigin by Zoho CRM
Updates the task with new information or changes
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Create call in Bigin by Zoho CRM
Initiates a call to the recipient
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Create event in Bigin by Zoho CRM
Adds a new contact to the contact list
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Update event in Bigin by Zoho CRM
Updates event details with the latest information
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Search event in Bigin by Zoho CRM
Conduct a search for events based on particular criteria
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Update product in Bigin by Zoho CRM
Updates product information
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Search product in Bigin by Zoho CRM
Searches for a product
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Create product in Bigin by Zoho CRM
Generates and launch new products
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Get contact by ID in Bigin by Zoho CRM
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Harvest
Harvest Triggers & Actions
Expense is added in Harvest
Triggers the automation when a new expense is added
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Invoice is paid in Harvest
Triggers the automation when an invoice is marked as paid
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Timesheet entry is created in Harvest
Triggers the automation when there is a new timesheet entry
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Task is added in Harvest
Triggers the automation when a new task is added
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Project is added in Harvest
Triggers the automation when a new project is added
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Person is assigned to project in Harvest
Triggers the automation when a person is assigned to a project
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Invoice (with line items) is added in Harvest
Triggers the automation when a new invoice (with line items) is added
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Invoice is added in Harvest
Triggers the automation when a new invoice is added
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Client is added in Harvest
Triggers the automation when a new client is added
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Contact is added in Harvest
Triggers the automation when a new contact is added
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Person is added in Harvest
Triggers the automation when a new person is added
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Find task by ID in Harvest
Locates and retrieves a task by its unique identification number
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Find project by ID in Harvest
Retrieves a project by its unique identification number
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Find client by ID in Harvest
Locates a client based on their unique identification number
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Create time entry with start and end time in Harvest
Creates a new time entry with specified start and end times
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Create project in Harvest
Creates a new project
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Create timesheet entry in Harvest
Creates a new timesheet entry
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Create task in Harvest
Creates a new task
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Create client in Harvest
Generates a new client profile
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Create and start timer in Harvest
Creates and starts a timer for tracking time
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Create contact in Harvest
Adds a new contact to the database
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What can you automate with Bigin by Zoho CRM + Harvest?

Streamline your sales pipeline and time tracking with powerful automated workflows.

What you can automate?
🔄
Sync new deals to project creation
Turn every new deal in Bigin by Zoho CRM into a project in Harvest automatically, ensuring billable hours are tracked from the start.
📋
Capture comprehensive client and contact data
Map detailed contact information and company profiles from Bigin by Zoho CRM directly into Harvest clients without manual re-typing.
🔔
Alert your team the moment work begins
Notify relevant team members instantly in your messaging app whenever a new project or timesheet entry is created.
🔀
Route projects based on deal categories
Create different project types or assign specific billing rates in Harvest depending on the deal value or product category in Bigin by Zoho CRM.
🔄
Keep records updated across both platforms
Update client details, contact information, and project statuses across Bigin by Zoho CRM and Harvest as changes happen.
🛡️
Prevent duplicate client creation
Search existing records before creating new clients or contacts in Harvest, keeping your database clean and organized.
💰
Handle invoice and payment milestones
Trigger updates in Bigin by Zoho CRM whenever invoices are paid or expenses are added in Harvest.
🔌
Extend your workflow to external apps
Connect your core sales and time-tracking data to tools like Slack or Asana for complete task management and team visibility.
And much more...

Who is Bigin by Zoho CRM + Harvest integration for?

Connecting Bigin by Zoho CRM and Harvest eliminates manual data entry between your sales pipeline and billable time tracking, ensuring accurate reporting and seamless project handoffs for growing teams.

Performance marketers
Performance marketers
Project managers
Project managers
Account managers
Account managers
Operations leads
Operations leads
Sales directors
Sales directors
Finance teams
Finance teams
📈
Performance marketers
You're tracking billable hours and deal pipelines across separate systems, but your reports only update when someone manually reconciles the data, so your team decisions are always built on stale numbers — this integration means every deal update flows straight into Harvest and your reports stay accurate.
⏱️
Project managers
You need to spin up time tracking the moment a deal closes, but you find out about new sales too late to set up projects efficiently — connecting these apps means every new deal creates a Harvest project instantly so billable hours are tracked from day one.
🤝
Account managers
You answer to clients who want to see real-time progress on billable tasks, but your timesheets and CRM data live in silos — automating both apps means your project data aligns with deal stages so client updates are always transparent and accurate.
🚀
Operations leads
The volume of incoming deals and client accounts is too high for anyone to keep up by hand, leading to missed project setups and untracked hours — this integration means every new deal and client automatically initializes timesheets without manual data entry.
💼
Sales directors
You depend on project teams to take over once a deal is won, but handoffs between Bigin by Zoho CRM and Harvest get delayed or missed entirely — automating this workflow means won deals instantly trigger project creation so delivery teams can start immediately.
📊
Finance teams
You need a reliable history of billable hours tied directly to customer deals, but you keep finding gaps between sales records and Harvest timesheets — connecting these apps means every deal and project record stays synchronized across your financial stack.
Our team

Ready Workflows Did you know?

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Why choose Integrately to automate Bigin by Zoho CRM + Harvest

Build and manage your Bigin by Zoho CRM + Harvest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Bigin by Zoho CRM + Harvest with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Bigin by Zoho CRM to Harvest?
Frequently Asked Questions
You can connect Bigin by Zoho CRM to Harvest instantly using 1-click ready templates on Integrately, or ask Integrately AI to build your custom workflow. It connects seamlessly alongside tools like Asana, Slack, and Google Drive without any coding required.
Can I automatically create a Harvest project when a deal is created in Bigin by Zoho CRM?
Frequently Asked Questions
Can I connect Bigin by Zoho CRM, Harvest, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bigin by Zoho CRM and Harvest?
Frequently Asked Questions
How do deal updates affect Harvest projects in Bigin by Zoho CRM?
Frequently Asked Questions
Can Harvest invoice payments trigger updates in Bigin by Zoho CRM?
Frequently Asked Questions
How do I automate Bigin by Zoho CRM and Harvest without coding?
Frequently Asked Questions
Is the Bigin by Zoho CRM and Harvest integration free?
Frequently Asked Questions
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You Can Also Connect Bigin by Zoho CRM or Harvest With 1500+ Other Apps

Bigin by Zoho CRM
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Harvest
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