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How to connect Harvest and RocketReach
Create a New Scenario to Connect Harvest and RocketReach
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 RocketReach will be your first step. To do this, click "Choose an app," find Harvest or RocketReach, 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 RocketReach Node
Next, click the plus (+) icon on the Harvest node, select RocketReach from the list of available apps, and choose the action you need from the list of nodes within RocketReach.
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Authenticate RocketReach
Now, click the RocketReach node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your RocketReach settings. Authentication allows you to use RocketReach through Latenode.
Configure the Harvest and RocketReach 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 RocketReach 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, RocketReach, 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 RocketReach integration works as expected. Depending on your setup, data should flow between Harvest and RocketReach (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 RocketReach
Harvest + RocketReach + Slack: When a new client is added to Harvest, RocketReach finds the person's contact information. Then, a direct message is sent to the client in Slack to welcome them.
Harvest + RocketReach + Google Sheets: When a new contact is added in Harvest, RocketReach enriches the contact data. The enriched information, including the Harvest contact details and the RocketReach data, is then added as a new row in Google Sheets.
Harvest and RocketReach 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 RocketReach
Find verified contact data with RocketReach, then automate outreach in Latenode. Build workflows that instantly add leads to your CRM, trigger personalized email sequences, and update spreadsheets. Stop manual data entry and scale lead generation with no-code ease, paying only for execution time.
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See how Latenode works
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FAQ Harvest and RocketReach
How can I connect my Harvest account to RocketReach using Latenode?
To connect your Harvest account to RocketReach 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 RocketReach accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically enrich Harvest contacts with RocketReach data?
Yes, you can! Latenode lets you automate data enrichment between Harvest and RocketReach, ensuring your Harvest contacts always have the most up-to-date information. Save time and improve lead quality.
What types of tasks can I perform by integrating Harvest with RocketReach?
Integrating Harvest with RocketReach allows you to perform various tasks, including:
- Automatically updating contact details in Harvest from RocketReach.
- Creating new Harvest clients based on RocketReach lead information.
- Triggering RocketReach searches based on new entries in Harvest.
- Enriching Harvest project data with company information from RocketReach.
- Syncing Harvest time entries with updated contact information.
What Harvest triggers are available within Latenode?
Latenode supports Harvest triggers like "New Time Entry" and "New Invoice," enabling automations based on Harvest events.
Are there any limitations to the Harvest and RocketReach integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits of the Harvest and RocketReach APIs apply.
- Custom field mapping may require advanced configuration.
- Data transformations beyond simple field mapping may need JavaScript.
