Close CRM and Harvest integration
Automate Close CRM + Harvest workflows
Sync Close CRM contacts and deals directly to Harvest to automate time tracking, project management, and billing—eliminating manual data entry and keeping your sales and operations teams perfectly aligned.
Capabilities
Triggers & Actions
Every event and operation available when connecting Close CRM and Harvest — from both apps.
New Lead (Instant)
New Client
New Contact
New Expense
New Invoice
Setup
Connect both apps in 3 steps
No developer needed. From credentials to live workflow in under 10 minutes.
Connect Close CRM
Authenticate Close CRM in Latenode's Credentials panel. You'll need access to your Close CRM account and permissions to create connections.
Connect Harvest
Add Harvest credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
Build and go live
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Build your Close CRM + Harvest automation
Choose a trigger and an action to build your workflow.
When this happens in Close CRM...
...do this in Harvest
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Close CRM and Harvest. You can connect them in minutes using our visual workflow builder — no coding required.
Use cases
Explore each app
Start from either hub, then mix triggers and actions with the rest of your stack.
About Close CRM
Close CRM is a powerful sales communication platform designed to help teams manage leads and close deals more effectively. With features such as built-in calling, automated follow-ups, customizable workflows, and detailed reporting, Close CRM streamlines the sales process by consolidating all communication and data in one place. Its intuitive interface allows users to track interactions, prioritize tasks, and collaborate seamlessly, making it an essential tool for sales teams looking to enhance productivity and drive revenue growth.
Learn moreAbout Harvest
Harvest is a time tracking and invoicing tool designed to help teams manage their projects efficiently. With features like time tracking, expense management, and customizable reporting, users can gain insights into project costs and productivity. Harvest also integrates seamlessly with numerous other tools, simplifying workflows and enhancing collaboration. Effortlessly create invoices based on tracked time and expenses, ensuring accurate billing and efficient financial management for businesses of all sizes.
Learn moreStart automating Close CRM + Harvest today
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