Harvest and Salesforce integration
Automate Harvest + Salesforce workflows
Sync Harvest time tracking and project data directly to Salesforce to automate billing, update opportunities, and streamline client visibility—eliminating manual data entry and keeping revenue metrics current.
Capabilities
Triggers & Actions
Every event and operation available when connecting Harvest and Salesforce — from both apps.
New Contact
New Expense
New Invoice
New Invoice Paid
New Projects
Setup
Connect both apps in 3 steps
No developer needed. From credentials to live workflow in under 10 minutes.
Connect Harvest
Authenticate Harvest in Latenode's Credentials panel. You'll need access to your Harvest account and permissions to create connections.
Connect Salesforce
Add Salesforce credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
Build and go live
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Build your Harvest + Salesforce automation
Choose a trigger and an action to build your workflow.
When this happens in Harvest...
...do this in Salesforce
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Harvest and Salesforce. You can connect them in minutes using our visual workflow builder — no coding required.
Use cases
Explore each app
Start from either hub, then mix triggers and actions with the rest of your stack.
About Harvest
Harvest is a time tracking and invoicing tool designed to help teams manage their projects efficiently. With features like time tracking, expense management, and customizable reporting, users can gain insights into project costs and productivity. Harvest also integrates seamlessly with numerous other tools, simplifying workflows and enhancing collaboration. Effortlessly create invoices based on tracked time and expenses, ensuring accurate billing and efficient financial management for businesses of all sizes.
Learn moreAbout Salesforce
Salesforce is a leading customer relationship management (CRM) platform designed to help businesses of all sizes manage their sales, marketing, and customer service processes. With features like automated workflows, powerful analytics, and a customizable interface, Salesforce enables teams to connect with customers more effectively, streamline operations, and drive growth. Its extensive ecosystem of app integrations and tools facilitates enhanced collaboration and data-driven decision-making, making it an essential solution for organizations looking to optimize their customer engagement.
Learn moreStart automating Harvest + Salesforce today
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