

Harvest + Pipedrive Integration
Integrate Harvest to Pipedrive in one click, or tell Integrately AI how you want each project handled. Create deals, update organizations, alert your team, and trigger follow-ups automatically.
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Ready Workflows for Harvest + Pipedrive Integration
Track hours, create deals, keep CRM records updated, alert your team, and send follow-ups, 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 Harvest + Pipedrive flow
Connect project data to task management, team chat, accounting, and email tools to keep operations aligned. Pick a combination and activate it in one click.


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Asana (6)
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Slack (6)
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QuickBooks Online (5)
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Gmail (5)
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Google Calendar (5)
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Mailchimp (5)
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Add every new Harvest project as a Pipedrive deal, and create a tracking task in Asana.
New Harvest projects immediately generate Pipedrive deals and corresponding tasks in Asana so sales and delivery teams start aligned.
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When a Harvest invoice is paid, update the Pipedrive deal and create a review task in Asana.
Paid Harvest invoices trigger deal updates in Pipedrive and prompt follow-up tasks in Asana automatically.
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When a new Harvest client is added, create a Pipedrive organization and set up an onboarding task in Asana.
New clients in Harvest automatically populate Pipedrive organizations and generate onboarding checklists in Asana.
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If a Harvest project is added with billable hours enabled, create a Pipedrive deal and assign a planning task in Asana.
Billable Harvest projects automatically generate Pipedrive deals and specialized planning tasks in Asana.
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Use Claude to summarize new Harvest project scopes, update the Pipedrive deal, and create a breakdown task in Asana.
Claude summarizes Harvest project scopes before updating Pipedrive deals and creating structured breakdown tasks in Asana.
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When a Pipedrive deal is won, create a project in Harvest, set up kickoff tasks in Asana, and notify the leadership team.
Won Pipedrive deals instantly create Harvest projects, provision Asana kickoff tasks, and alert leadership.
Supported triggers and actions for Harvest and Pipedrive
Mix and match to build the exact automation you need

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 → 
Pipedrive Triggers & Actions
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it → Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
Try it → Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it → Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it → Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
Try it → Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
Try it → Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
Try it → What can you automate with Harvest + Pipedrive?
Streamline your workflow by connecting timesheet milestones to sales pipelines and customer records.
🚀
Create Pipedrive deals from Harvest projects
Automatically establish a new Pipedrive deal the moment a project is added in Harvest, eliminating manual handoffs between billable work and sales pipelines.
📝
Capture every submitted timesheet field
Map available Harvest invoice line items and project descriptions directly into Pipedrive custom fields instead of just basic names and totals.
🔔
Alert your team instantly on payment
Send instant notifications to your finance or sales channels in team chat whenever a Harvest invoice is marked paid or an expense exceeds thresholds.
🔀
Route deals based on submitted values
Evaluate Harvest project categories or billing tiers to create high-priority Pipedrive deals or standard records conditionally.
🔄
Keep CRM records up to date
Update existing Pipedrive organization details automatically whenever client information or project scopes change in Harvest.
🔍
Prevent duplicate client records
Search existing Pipedrive organizations before creating new entries, ensuring clean customer profiles across both platforms.
💳
Handle later status changes smoothly
Trigger automated CRM updates and follow-up activities whenever invoices are paid or project milestones are reached.
🔗
Extend workflows to supporting apps
Connect your core Harvest and Pipedrive automation to tools like Slack or Asana to notify teams or create tasks instantly.
And much more...
Who is Harvest + Pipedrive integration for?
Teams managing billable hours in Harvest and sales pipelines in Pipedrive eliminate manual record duplication and keep financial and CRM data perfectly synchronized.
Finance managers
Sales directors
Account executives
Operations leads
Project managers
Billing administrators
📈
Finance managers
You're tracking billable hours in Harvest but your Pipedrive CRM deals only update when someone manually exports records, so the revenue numbers you're reviewing are always a few hours behind — with this integration, every new project lands in your CRM instantly and your data stays current.
⚡
Sales directors
You need to act fast on new client sign-ups, and you find out too late because project creation details remain trapped in timesheet software — this integration means every new client adds a deal in Pipedrive automatically so your sales pipeline stays completely up to date.
📊
Account executives
You answer to a client or an outside party who wants to see progress updates across billing and CRM milestones, but manual reporting creates massive delays — connecting these apps means every project status change reflects in your CRM immediately.
🔄
Operations leads
The volume of new project requests and billable entries is too high for anyone to keep up by hand, leading to missed deals and untracked hours — automating both apps means every timesheet event populates your CRM records without manual data entry.
🤝
Project managers
You own the delivery phase and depend on someone upstream to hand over closed deals, but manual notifications always arrive late — integrating these apps means project creation triggers instantly when sales pipeline stages update.
📋
Billing administrators
You need a reliable history of paid invoices and matching CRM activities, but you keep finding gaps caused by copy-paste errors between systems — automating both platforms means every payment event logs accurate records across your stack.

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 Harvest + Pipedrive
Build and manage your Harvest + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Harvest + Pipedrive 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?
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Automation is ready
Connect Harvest + Pipedrive Now 
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Frequently Asked Questions
How do I connect Harvest to Pipedrive?
You can connect Harvest to Pipedrive in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation and map the fields. You can also connect apps like Asana, Slack, and QuickBooks Online.
Can I automatically create a Pipedrive deal when a new Harvest project is added?
Can I connect Harvest, Pipedrive, and Slack?
What is a good Zapier alternative for Harvest and Pipedrive?
How does Harvest data sync with Pipedrive deals?
Can I update Pipedrive organizations when a Harvest client is added?
Do I need coding skills to automate Harvest and Pipedrive?
Is the Harvest and Pipedrive 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.
Want to automate something else in your workflow?
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