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How to connect Close CRM and Harvest
Create a New Scenario to Connect Close CRM and Harvest
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or Harvest will be your first step. To do this, click "Choose an app," find Close CRM or Harvest, and select the appropriate trigger to start the scenario.
Add the Close CRM Node
Select the Close CRM node from the app selection panel on the right.
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Close CRM
Configure the Close CRM
Click on the Close CRM node to configure it. You can modify the Close CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Harvest Node
Next, click the plus (+) icon on the Close CRM node, select Harvest from the list of available apps, and choose the action you need from the list of nodes within Harvest.
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Harvest
Authenticate Harvest
Now, click the Harvest node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Harvest settings. Authentication allows you to use Harvest through Latenode.
Configure the Close CRM and Harvest Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Close CRM and Harvest Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Harvest
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Harvest, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Close CRM and Harvest integration works as expected. Depending on your setup, data should flow between Close CRM and Harvest (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Close CRM and Harvest
Close CRM + Harvest + QuickBooks: When a deal reaches the 'Won' status in Close CRM, create a QuickBooks invoice based on the time tracked for that client in Harvest.
Harvest + Close CRM + Slack: When time tracked for a Harvest project exceeds the budget allocated to the corresponding Close CRM deal, send a notification to a Slack channel.
Close CRM and Harvest integration alternatives
About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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About Harvest
Automate time tracking with Harvest in Latenode. Sync time entries to accounting, payroll, or project management. Create flows that auto-generate invoices or trigger alerts for budget overruns. Latenode provides the flexibility to connect Harvest data to other apps and add custom logic, avoiding manual updates and delays.
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See how Latenode works
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FAQ Close CRM and Harvest
How can I connect my Close CRM account to Harvest using Latenode?
To connect your Close CRM account to Harvest on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Close CRM and click on "Connect".
- Authenticate your Close CRM and Harvest accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically track time for new Close CRM leads?
Yes, you can! Latenode lets you trigger Harvest time tracking when a new lead enters Close CRM, ensuring accurate project billing. Our advanced logic handles complex scenarios.
What types of tasks can I perform by integrating Close CRM with Harvest?
Integrating Close CRM with Harvest allows you to perform various tasks, including:
- Create Harvest projects when new deals are created in Close CRM.
- Automatically log time in Harvest when a Close CRM opportunity closes.
- Update project budgets in Harvest based on Close CRM deal values.
- Send Harvest invoices to Close CRM contacts for easy access.
- Generate reports combining sales data from Close CRM and time tracking from Harvest.
Can I use JavaScript to customize my Close CRM-Harvest workflows?
Yes! Latenode offers full JavaScript support, letting you create highly customized integrations and manipulate data between Close CRM and Harvest for unique workflows.
Are there any limitations to the Close CRM and Harvest integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields may require JavaScript for full data mapping.
- Historical data synchronization is limited to the APIs of both apps.
- Real-time updates depend on the polling intervals of each application.
