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How to connect Harvest and Salesforce
Create a New Scenario to Connect Harvest and Salesforce
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 Salesforce will be your first step. To do this, click "Choose an app," find Harvest or Salesforce, 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 Salesforce Node
Next, click the plus (+) icon on the Harvest node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
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Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the Harvest and Salesforce 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 Salesforce 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, Salesforce, 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 Salesforce integration works as expected. Depending on your setup, data should flow between Harvest and Salesforce (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 Salesforce
Harvest + Salesforce + Slack: When a new time entry is created in Harvest, the automation updates a specified record in Salesforce. Afterwards, it sends a message to a designated Slack channel, notifying the team about the time entry and the updated Salesforce record.
Salesforce + Harvest + Google Sheets: When an opportunity is updated in Salesforce, the automation retrieves the updated record, then updates a project in Harvest based on the opportunity details and logs the changes in a Google Sheet.
Harvest and Salesforce 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 Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
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See how Latenode works
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FAQ Harvest and Salesforce
How can I connect my Harvest account to Salesforce using Latenode?
To connect your Harvest account to Salesforce 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 Salesforce accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Salesforce opportunities from Harvest invoices?
Yes, you can! Latenode lets you visually map data and use AI to extract key details, automatically creating Salesforce opportunities from new Harvest invoices, saving time and ensuring data accuracy.
What types of tasks can I perform by integrating Harvest with Salesforce?
Integrating Harvest with Salesforce allows you to perform various tasks, including:
- Create new Salesforce leads when new clients are added in Harvest.
- Update Salesforce opportunities with time tracking data from Harvest.
- Generate project reports in Salesforce using Harvest time entries.
- Synchronize contact information between Harvest and Salesforce.
- Trigger invoice creation in Harvest when a Salesforce opportunity closes.
Can I use JavaScript to customize my Harvest Salesforce integration?
Yes! Latenode’s code block lets you extend the integration with custom JavaScript logic for advanced data transformation and unique business requirements.
Are there any limitations to the Harvest and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Salesforce may require additional configuration.
- Data transfer limits are dependent on your Harvest and Salesforce API plans.
- Real-time synchronization may be subject to API rate limits.
