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How to connect Harvest and Close CRM
Create a New Scenario to Connect Harvest and Close CRM
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 Harvest, triggered by another scenario, or executed manually (for testing purposes). In most cases, Harvest or Close CRM will be your first step. To do this, click "Choose an app," find Harvest or Close CRM, and select the appropriate trigger to start the scenario.
Add the Harvest Node
Select the Harvest node from the app selection panel on the right.
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Add the Close CRM Node
Next, click the plus (+) icon on the Harvest node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
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Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the Harvest and Close CRM 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 Harvest and Close CRM 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Harvest, Close CRM, 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 Harvest and Close CRM integration works as expected. Depending on your setup, data should flow between Harvest and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Harvest and Close CRM
Harvest + Close CRM + Slack: When a new time entry is created in Harvest, update the corresponding lead in Close CRM with the logged time and notify a Slack channel about the update.
Close CRM + Harvest + Google Sheets: When a lead's status changes in Close CRM to a winning status, create a new project in Harvest and log the project details in a Google Sheet.
Harvest and Close CRM integration alternatives
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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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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FAQ Harvest and Close CRM
How can I connect my Harvest account to Close CRM using Latenode?
To connect your Harvest account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Harvest and click on "Connect".
- Authenticate your Harvest and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Close CRM leads from new Harvest clients?
Yes, you can! Latenode's visual editor makes it easy to automatically create leads in Close CRM whenever a new client is added in Harvest, saving you time and ensuring no lead is missed.
What types of tasks can I perform by integrating Harvest with Close CRM?
Integrating Harvest with Close CRM allows you to perform various tasks, including:
- Creating new Close CRM opportunities when Harvest projects are created.
- Updating Close CRM lead status based on Harvest project completion.
- Triggering Harvest invoices upon Close CRM deal closure.
- Syncing contact information between Harvest clients and Close CRM leads.
- Generating reports combining time tracking data from Harvest and deal data from Close CRM.
How does Latenode handle Harvest's detailed project data?
Latenode's data mapping allows you to seamlessly transfer Harvest project data to Close CRM, ensuring accurate lead information and efficient workflows.
Are there any limitations to the Harvest and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data sync is not supported; only new data triggers workflows.
- Complex custom fields in Harvest might require JavaScript for proper mapping.
- Rate limits of Harvest and Close CRM APIs may affect high-volume workflows.
