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How to connect Harvest and Zoho CRM
Create a New Scenario to Connect Harvest and Zoho CRM
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 Zoho CRM will be your first step. To do this, click "Choose an app," find Harvest or Zoho CRM, 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 Zoho CRM Node
Next, click the plus (+) icon on the Harvest node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.
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Authenticate Zoho CRM
Now, click the Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho CRM settings. Authentication allows you to use Zoho CRM through Latenode.
Configure the Harvest and Zoho CRM 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 Zoho CRM 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, Zoho CRM, 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 Zoho CRM integration works as expected. Depending on your setup, data should flow between Harvest and Zoho CRM (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 Zoho CRM
Harvest + Zoho CRM + Slack: When a new project is added to Harvest, update the project details in Zoho CRM. Then, a notification is sent to a Slack channel to inform the team about the new project.
Zoho CRM + Harvest + Google Sheets: When a new client is added to Zoho CRM, a project is created for them in Harvest, and the project details are logged into a Google Sheet.
Harvest and Zoho CRM 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 Zoho CRM
Connect Zoho CRM to Latenode and automate your sales processes. Automatically update records, trigger email sequences, and sync data with other apps. Streamline lead management and reporting by combining Zoho CRM's features with Latenode's visual editor, AI assistance, and custom code options. Scale workflows affordably with flexible execution-based pricing.
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FAQ Harvest and Zoho CRM
How can I connect my Harvest account to Zoho CRM using Latenode?
To connect your Harvest account to Zoho CRM 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 Zoho CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Zoho CRM leads from new Harvest clients?
Yes, you can! Latenode lets you automate lead creation, ensuring seamless data flow and saving valuable time. Use our visual editor to build this automation in minutes.
What types of tasks can I perform by integrating Harvest with Zoho CRM?
Integrating Harvest with Zoho CRM allows you to perform various tasks, including:
- Create new Zoho CRM contacts from new Harvest clients.
- Update Zoho CRM deals when invoices are paid in Harvest.
- Track project time in Harvest and log it in Zoho CRM.
- Generate invoices in Harvest from Zoho CRM opportunities.
- Sync project details between Harvest and Zoho CRM modules.
Can Latenode handle complex data transformations between Harvest and Zoho CRM?
Yes, Latenode’s JavaScript and AI blocks can handle any complex data transformation needed, extending the default integration capabilities.
Are there any limitations to the Harvest and Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the API rate limits of both apps.
- Advanced customizations might require JavaScript coding for data mapping.
- Historical data migration needs to be handled as a separate workflow.
