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How to connect Harvest and LeadMagic
Create a New Scenario to Connect Harvest and LeadMagic
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 LeadMagic will be your first step. To do this, click "Choose an app," find Harvest or LeadMagic, 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 LeadMagic Node
Next, click the plus (+) icon on the Harvest node, select LeadMagic from the list of available apps, and choose the action you need from the list of nodes within LeadMagic.
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Authenticate LeadMagic
Now, click the LeadMagic node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your LeadMagic settings. Authentication allows you to use LeadMagic through Latenode.
Configure the Harvest and LeadMagic 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 LeadMagic 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, LeadMagic, 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 LeadMagic integration works as expected. Depending on your setup, data should flow between Harvest and LeadMagic (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 LeadMagic
LeadMagic + Harvest + Google Sheets: When a new lead is identified in LeadMagic using a profile search, create a new Harvest client, and then add a row to a Google Sheet to track the lead's source and associated Harvest client ID.
LeadMagic + Harvest + Slack: When a lead becomes a customer (determined by marking a lead profile as a customer in LeadMagic, and thus triggering a Harvest Time Entry to be added for the project), log the billable hours to the customer's project in Harvest and notify the sales team in Slack with relevant details.
Harvest and LeadMagic 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 LeadMagic
Use LeadMagic inside Latenode to automate lead generation and outreach. Qualify leads, enrich data, and trigger personalized follow-ups based on behavior. Latenode’s visual editor makes it easy to build complex workflows, scale your outreach, and connect to other tools without code.
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See how Latenode works
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FAQ Harvest and LeadMagic
How can I connect my Harvest account to LeadMagic using Latenode?
To connect your Harvest account to LeadMagic 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 LeadMagic accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create LeadMagic leads from new Harvest clients?
Yes, you can! Latenode lets you automate lead creation, saving time. Automatically turn new Harvest clients into LeadMagic leads without manual data entry, improving efficiency.
What types of tasks can I perform by integrating Harvest with LeadMagic?
Integrating Harvest with LeadMagic allows you to perform various tasks, including:
- Create new LeadMagic leads when new clients are added in Harvest.
- Update lead information in LeadMagic based on Harvest project updates.
- Send Harvest invoice data to LeadMagic for sales reporting.
- Trigger email campaigns in LeadMagic when Harvest invoices are paid.
- Generate custom reports combining Harvest time tracking with LeadMagic data.
Howsecureisdata transferred between HarvestandLeadMagiconLatenode?
Latenode uses secure data transfer protocols and encryption to ensure data privacy between Harvest and LeadMagic. Your data's security is our top priority.
Are there any limitations to the Harvest and LeadMagic integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Harvest may require custom JavaScript mapping.
- Real-time synchronization depends on API rate limits of both apps.
- Historical data migration might need to be handled separately.
