Drift + Harvest Integration
Integrate Drift to Harvest in one click, or tell Integrately AI how you want each lead handled. Log billable client work, create projects, assign tasks, and track billable hours automatically.
Free forever.Use premium features free for 14 days.1.
Email is identified in Drift Instant- User reached goal in Drift Instant
- New Conversation is started in Drift Instant
- Conversation is pushed in Drift Instant
- Message is created in Drift Instant
Expense is added in Harvest- Invoice is paid in Harvest
- Timesheet entry is created in Harvest
- Task is added in Harvest
- Project is added in Harvest
- Person is assigned to project in Harvest
- Invoice (with line items) is added in Harvest
- Invoice is added in Harvest
- Client is added in Harvest
- Contact is added in Harvest
- Person is added in Harvest
2.
- Create Contact in Drift
- Update Contact in Drift
- Update contact via non-Drift Id in Drift
- Search contact by email in Drift
- Create Timeline Event in Drift
- Create Conversation in Drift
- Find task by ID in Harvest
- Find project by ID in Harvest
- Find client by ID in Harvest
- Create time entry with start and end time in Harvest
- Create project in Harvest
- Create timesheet entry in Harvest
- Create task in Harvest
- Create client in Harvest
- Create and start timer in Harvest
- Create contact in Harvest
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Ready Workflows for Drift + Harvest Integration
Capture chats from customers, create matching clients, generate billable projects, track time, and assign tasks, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Drift + Harvest flow
Sync customer chats with CRM records, notify your billing team, and schedule follow-ups. Pick a combination and activate it in one click.
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Hubspot (4)
Hubspot (4) +
Slack (4)
Slack (4) +
Google Calendar (3)
Google Calendar (3) +
Calendly (3)
Calendly (3) +
Gmail (3)
Gmail (3) +
Stripe (3)
Stripe (3) D
H
H
Create a Harvest project from every new Drift conversation, and update the contact in HubSpot.
New Drift conversations instantly create matching projects in Harvest and update your records in HubSpot, so sales and billing teams stay aligned.
H
D
H
When an invoice is paid in Harvest, update the contact in Drift and create a new deal in HubSpot.
Paid Harvest invoices trigger immediate updates in Drift and create new deal records in HubSpot without manual intervention.
D
H
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If a Drift user reaches a goal, create a task in Harvest and add a contact in HubSpot.
Achieved goals in Drift automatically trigger task creation in Harvest and log contacts in HubSpot for tracking.
D
H
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Use Claude to evaluate Drift customer messages, create a project in Harvest, and update HubSpot.
Claude analyzes incoming Drift messages to prioritize project setup in Harvest and update HubSpot records.
Supported triggers and actions for Drift and Harvest
Mix and match to build the exact automation you need
Drift Triggers & Actions
Instant
Email is identified in Drift
Triggers the automation when email address of any lead is captured
Try it → Instant
User reached goal in Drift
Triggers the automation when the user reaches a particular goal
Try it → Instant
New Conversation is started in Drift
Triggers the automation when a new conversation is initiated
Try it → Instant
Conversation is pushed in Drift
Triggers the automation when a conversation is pushed to another user or team
Try it → Harvest Triggers & Actions
Timesheet entry is created in Harvest
Triggers the automation when there is a new timesheet entry
Try it → Person is assigned to project in Harvest
Triggers the automation when a person is assigned to a project
Try it → Invoice (with line items) is added in Harvest
Triggers the automation when a new invoice (with line items) is added
Try it → What can you automate with Drift + Harvest?
Streamline client communications, billable hours tracking, and project creation across Drift and Harvest.
🚀
Convert Drift conversations into Harvest projects automatically
Turn incoming prospect chats into active billable projects the moment a conversation begins. Eliminate manual data entry and start tracking time immediately.
📋
Capture every submitted contact detail accurately
Map all available email addresses and user inputs from Drift into Harvest client profiles. Ensure your billing records contain complete information.
🔔
Notify your team the second project work begins
Alert billing and project management channels immediately when new client chats or project assignments take place across your apps.
🔀
Route tasks based on specific conversation criteria
Direct different user goals and inquiries to appropriate Harvest project tiers based on submitted chat data.
🔄
Keep project records continuously up to date
Synchronize contact modifications and conversation updates between Drift and Harvest without manual copying.
👥
Create or update contacts without generating duplicates
Search existing database records before creating new profiles in Harvest or Drift to maintain clean data.
💳
Handle later status changes like invoice payments
Trigger contact updates and team notifications whenever an invoice is paid or a timesheet entry is created.
🔗
Extend your workflow to team messaging tools
Push project updates and billing alerts directly into Slack channels to keep all stakeholders aligned.
And much more...
Who is Drift + Harvest integration for?
Project managers, finance teams, and account executives handling client communications and billable hours benefit from automating Drift and Harvest data workflows.
Finance Analysts
Customer Support Leads
Account Managers
Sales Operations Teams
Project Coordinators
Operations Directors
📊
Finance Analysts
You're reviewing billable hours and revenue reports in Harvest, but manual log delays mean financial figures are always outdated — with this integration, every project and contact record updates instantly.
⚡
Customer Support Leads
You're handling urgent queries in Drift, but tracking down project details in Harvest takes too long during live chats — with this integration, customer context appears immediately where your team needs it.
🤝
Account Managers
You're managing ongoing client relationships in Drift, but updating stakeholders on project progress requires manual data assembly — with this integration, project milestones sync automatically.
📈
Sales Operations Teams
You're processing high volumes of prospect conversations in Drift, but creating billable client profiles in Harvest by hand causes bottlenecks — this integration means every chat converts to a project instantly.
⚙️
Project Coordinators
You depend on upstream sales teams to hand over conversation details before scheduling tasks in Harvest, but missing notes stall delivery — automating both apps means project data flows without gaps.
🗂️
Operations Directors
You need a reliable audit trail across customer chats and timesheet logs, but fragmented data entry creates constant visibility gaps — connecting these apps means your records remain complete and unified.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Drift + Harvest
Build and manage your Drift + Harvest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Drift + Harvest with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Drift + Harvest Now 
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Frequently Asked Questions
How do I connect Drift to Harvest?
You can connect Drift to Harvest in 1-click using ready-made templates on Integrately. It takes seconds to link your accounts, and you can also use Integrately AI to configure custom workflows alongside apps like Hubspot, Slack, and Gmail.
Can I create a Harvest project automatically when a new Drift conversation starts?
Can I connect Drift, Harvest, and Slack?
What is a good Zapier alternative for Drift and Harvest?
How are Drift contacts handled during Harvest project creation?
Can Harvest invoice payments update Drift records?
Do I need coding skills to automate Drift and Harvest?
Is the Drift and Harvest integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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