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How to connect Harvest and Pipedrive
Create a New Scenario to Connect Harvest and Pipedrive
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 Pipedrive will be your first step. To do this, click "Choose an app," find Harvest or Pipedrive, 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 Pipedrive Node
Next, click the plus (+) icon on the Harvest node, select Pipedrive from the list of available apps, and choose the action you need from the list of nodes within Pipedrive.
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Authenticate Pipedrive
Now, click the Pipedrive node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Pipedrive settings. Authentication allows you to use Pipedrive through Latenode.
Configure the Harvest and Pipedrive 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 Pipedrive 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, Pipedrive, 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 Pipedrive integration works as expected. Depending on your setup, data should flow between Harvest and Pipedrive (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 Pipedrive
Harvest + Pipedrive + Slack: When a project is created in Harvest, a deal is created in Pipedrive. A notification is then sent to a Slack channel.
Pipedrive + Harvest + Google Calendar: When a deal is updated in Pipedrive, a project is created in Harvest and an event is created in Google Calendar.
Harvest and Pipedrive 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 Pipedrive
Sync Pipedrive with Latenode to automate sales workflows. Update deals, create activities, or trigger personalized emails based on deal stages. Use Latenode's visual editor and JavaScript node to build custom lead qualification and routing logic. Scale your sales automation without complex code or per-step pricing limits.
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FAQ Harvest and Pipedrive
How can I connect my Harvest account to Pipedrive using Latenode?
To connect your Harvest account to Pipedrive 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 Pipedrive accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Harvest projects from new Pipedrive deals?
Yes, you can! With Latenode, automate project creation upon deal closure. Benefit from no-code logic, custom JavaScript, and AI to parse deal data, creating accurate Harvest projects instantly.
What types of tasks can I perform by integrating Harvest with Pipedrive?
Integrating Harvest with Pipedrive allows you to perform various tasks, including:
- Create Harvest projects when deals reach a specific stage.
- Update Harvest project budgets based on Pipedrive deal value.
- Log Harvest time entries based on activities in Pipedrive.
- Sync Pipedrive contact information to Harvest client details.
- Trigger Pipedrive activities when Harvest invoices are paid.
HowdoIhandlecomplexHarvestdata transformationsusingLatenode?
Latenode’s advanced tools, including JavaScript blocks and AI prompt steps, allow complex data manipulation. Easily format and transform data between Harvest and Pipedrive.
Are there any limitations to the Harvest and Pipedrive integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Harvest might require JavaScript transformation.
- Initial data sync might take time depending on the volume of data.
- Rate limits of Harvest and Pipedrive APIs apply to Latenode workflows.
