Create Zoho CRM module for new Harvest timesheet entry
Harvest + Zoho CRM Integration
Zoho CRM + Harvest Integration
Integrate Harvest to Zoho CRM in one click, or tell Integrately AI how you want each client handled. Sync client records, create contacts, update data, and streamline your billing pipeline automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Zoho CRM- Contact is updated in Zoho CRM
- Module entry is created/updated in Zoho CRM Instant
- Module entry is updated in Zoho CRM Instant
- Module entry is added in Zoho CRM Instant
- Lead is created in Zoho CRM
- Lead is updated in Zoho CRM
- User is created in Zoho CRM
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 or Update Lead in Zoho CRM
- Add attachment in Zoho CRM
- Create module entry in Zoho CRM
- Create or Update Module Entry in Zoho CRM
- Update module entry in Zoho CRM
- Search module entry in Zoho CRM
- Get module entry by Id in Zoho CRM
- Create or Update Contact in Zoho CRM
- Search contact in Zoho CRM
- Convert lead in Zoho CRM
- Search lead in Zoho CRM
- Add note to module entry in Zoho CRM
- Add tag in Zoho CRM
- 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
Trusted by experts at...
Ready Workflows for Harvest + Zoho CRM Integration
Capture clients, update contacts, sync project details, alert your team, and log billing data, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Harvest + Zoho CRM flow
Keep your broader stack updated with notifications, accounting records, and task tracking once your core automation runs. Pick a combination and activate it in one click.
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Slack (6)
Slack (6) +
QuickBooks Online (4)
QuickBooks Online (4) +
Asana (4)
Asana (4) +
Stripe (3)
Stripe (3) +
Google Drive (3)
Google Drive (3) +
Gmail (3)
Gmail (3) H
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Create a Zoho CRM contact when a new client is added in Harvest, and notify your sales team on Slack
New Harvest clients appear instantly as contacts in Zoho CRM while your sales channel gets an alert on Slack, eliminating manual data entry.
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When a new lead is created in Zoho CRM, create a time entry in Harvest, and alert your team in Slack
Zoho CRM leads instantly trigger new time tracking entries in Harvest while your team stays informed in Slack.
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When a Zoho CRM contact is updated, create a task in Harvest, and post the update in Slack
Contact updates in Zoho CRM automatically generate tasks in Harvest and notify your operations channel on Slack.
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If a Zoho CRM lead is created with enterprise tier, create a project in Harvest and notify the managers channel in Slack
High-value Zoho CRM leads automatically trigger priority project creation in Harvest with instant Slack alerts.
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Use Claude to evaluate every new Zoho CRM contact, create a client in Harvest, and post the brief in Slack
Claude reviews new Zoho CRM contacts, sets up the client profile in Harvest, and shares the evaluation brief on Slack.
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When an invoice is paid in Harvest, update the contact in Zoho CRM, and announce the payment in Slack
Paid Harvest invoices update customer statuses in Zoho CRM and trigger celebratory announcements in Slack.
Supported triggers and actions for Zoho CRM and Harvest
Mix and match to build the exact automation you need
Zoho CRM Triggers & Actions
Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
Try it → Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
Try it → Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
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 Harvest + Zoho CRM?
Streamline your billing and customer management operations with robust, automated workflows.
🔄
Sync new Harvest clients to Zoho CRM contacts
Automatically create or update Zoho CRM contacts the moment a new client is added in Harvest. Eliminate duplicate data entry across your business systems.
📋
Capture every submitted client field
Map detailed client profiles, contact numbers, and billing addresses from Harvest straight into your Zoho CRM modules without missing custom data fields.
🔔
Alert your team instantly on updates
Trigger instant notifications when project hours are logged or invoices are paid so your sales and finance teams stay in constant alignment.
🔀
Route records based on submitted criteria
Apply conditional rules to send high-value leads to priority project queues in Harvest while standard contacts update standard CRM modules.
📝
Keep CRM modules up to date
Automatically refresh Zoho CRM lead statuses and contact details whenever time entries or project milestones change in Harvest.
🔍
Search and prevent duplicate entries
Check existing records before creating new modules to ensure your CRM stays clean, organized, and free of duplicate contact profiles.
💳
Automate actions on invoice payments
Trigger CRM updates and task completions the exact moment an invoice is paid in Harvest, closing out your billing cycle seamlessly.
🔗
Extend your workflow to messaging apps
Connect your core Harvest and Zoho CRM data flow with team chat tools like Slack to announce major account milestones instantly.
And much more...
Who is Harvest + Zoho CRM integration for?
Connect your time tracking data directly with customer relationship management to eliminate manual updates and keep your entire team aligned.
Operations managers
Sales representatives
Account managers
Finance directors
Project coordinators
Customer success leads
📈
Operations managers
You review billable hours and client reports every week, but your CRM records only update when someone manually exports data, so the metrics you are optimising against are always outdated — this integration means every client update flows instantly and your data stays current.
⚡
Sales representatives
You need to act fast on new client acquisitions, but you find out about project milestones hours too late because billing and sales tools operate in silos — automating both apps means your contact records update the moment work begins.
🤝
Account managers
You answer to clients who want immediate visibility into their project status, but pulling timesheet logs into customer profiles takes hours of manual copying — with this integration, all client touchpoints sync automatically.
📊
Finance directors
The volume of client invoices and active projects is too high for anyone to keep up by hand, leading to mismatched revenue numbers and billing gaps — connecting these apps means financial records and CRM data match perfectly.
⚙️
Project coordinators
You own the delivery step and depend on someone upstream to hand over new client details before you can start work — this integration means project workspaces get provisioned the second a client is created.
🗂️
Customer success leads
You need a reliable history of client activity across time tracking and CRM tools, but you keep finding missing records in customer histories — automating both apps means your customer timeline is always complete.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Zoho CRM + Harvest
Build and manage your Zoho CRM + Harvest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Zoho CRM + 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?
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Connect Zoho CRM + Harvest Now 
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Frequently Asked Questions
How do I connect Harvest to Zoho CRM?
You can connect Harvest to Zoho CRM in 1 click using ready-made templates on Integrately, or use Integrately AI to configure custom workflows with apps like Slack and QuickBooks Online.
Can I automatically create Zoho CRM contacts from new Harvest clients?
Can I connect Harvest, Zoho CRM, and Slack?
What is a good Zapier alternative for Harvest and Zoho CRM?
How are new Harvest client details synced to Zoho CRM?
Can paid Harvest invoices update Zoho CRM records?
Do I need coding skills to automate Harvest and Zoho CRM?
Is the Harvest and Zoho CRM integration free?
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