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How to connect Harvest and HubSpot
Create a New Scenario to Connect Harvest and HubSpot
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 HubSpot will be your first step. To do this, click "Choose an app," find Harvest or HubSpot, 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 HubSpot Node
Next, click the plus (+) icon on the Harvest node, select HubSpot from the list of available apps, and choose the action you need from the list of nodes within HubSpot.
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Authenticate HubSpot
Now, click the HubSpot node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your HubSpot settings. Authentication allows you to use HubSpot through Latenode.
Configure the Harvest and HubSpot 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 HubSpot 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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Save and Activate the Scenario
After configuring Harvest, HubSpot, 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 HubSpot integration works as expected. Depending on your setup, data should flow between Harvest and HubSpot (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 HubSpot
Harvest + HubSpot + Slack: When a project's budget in Harvest is close to being exceeded, a notification is sent to the project manager in Slack, and the corresponding client's record in HubSpot is updated to reflect the budget concern.
HubSpot + Harvest + Google Calendar: When a new deal closes in HubSpot, a calendar event is created in Google Calendar to remind the team. Time spent on that deal is then logged in Harvest.
Harvest and HubSpot 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 HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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See how Latenode works
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FAQ Harvest and HubSpot
How can I connect my Harvest account to HubSpot using Latenode?
To connect your Harvest account to HubSpot 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 HubSpot accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create HubSpot contacts from new Harvest clients?
Yes, you can! Latenode's visual editor makes this easy, keeping your sales team updated with new client information from Harvest—automatically improving data consistency.
What types of tasks can I perform by integrating Harvest with HubSpot?
Integrating Harvest with HubSpot allows you to perform various tasks, including:
- Creating HubSpot contacts from new Harvest clients.
- Updating HubSpot deals when Harvest invoices are paid.
- Triggering HubSpot marketing emails based on Harvest project status.
- Syncing Harvest time entries with HubSpot tasks.
- Generating HubSpot reports based on Harvest time tracking data.
How does Latenode handle complex data transformations between Harvest and HubSpot?
Latenode offers no-code blocks, JavaScript code steps, and AI-powered data mapping to handle any transformation complexity between Harvest and HubSpot.
Are there any limitations to the Harvest and HubSpot integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data sync may require custom workflow design.
- Complex custom field mappings require careful configuration.
- Real-time updates are subject to API rate limits of both apps.
