Integrate Zoho CRM with Harvest

Send information between Zoho CRM and Harvest automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Generate an invoice in Harvest for newly closed deals in Zoho CRM

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in Harvest whenever a deal is closed in Zoho CRM.

How it works
  1. The flow triggers when an existing deal is updated in Zoho CRM.
  2. Zoho Flow creates a new invoice in Harvest.
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Generate an invoice in Harvest for newly closed deals in Zoho CRM

Zoho CRM + Harvest

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Create a new contact in Harvest whenever a new contact is created in Zoho CRM

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Harvest whenever a new contact is added in Zoho CRM.

How it works
  1. The flow triggers when a new contact is created in Zoho CRM.
  2. Zoho Flow creates a new contact in Harvest.
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Create a new contact in Harvest whenever a new contact is created in Zoho CRM

Zoho CRM + Harvest

Build your own integrations between Zoho CRM and Harvest

Connect Zoho CRM and Harvest with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho CRM and Harvest using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

Updated module entry

Triggers when an entry is updated in the selected module

New lead

Triggers when a new lead is created

New user

Triggers when a new user is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Updated deal

Triggers when an existing deal is updated

New module

Triggers when a new module is created

Entry created or updated

Triggers when a record entry is created or updated

New note

Triggers when a new note is added

User created or updated

Triggers when the details of an existing user are created or updated

Task created

Triggers when a new task is created

Estimate updated

Triggers when the details of an existing estimate are updated

Task updated

Triggers when an existing task is updated

Project updated

Triggers when the details of an existing project is updated

Invoice created

Triggers when a new invoice is created

Person added

Triggers when a new person is added

Contact created

Triggers when a new contact is created

Contact updated

Triggers when the details of an existing contact are updated

Invoice updated

Triggers when the details of an existing invoice are updated

Expense updated

Triggers when the details of an existing expense are updated

Project created

Triggers when a new project is created

Time entry created

Triggers when a new time entry is created for today

Client added

Triggers when a new client is added

Person assigned to project

Triggers when a person is assigned to a project

Expense created

Triggers when a new expense is created

Estimate created

Triggers when a new estimate is created

Client updated

Triggers when the details of an existing client are updated

Time entry updated

Triggers when an existing time entry is updated

Person updated

Triggers when the details of an existing person is updated

All Actions - Actions are the automated tasks

Send email template

Sends an email to the specified users

Convert lead to contact

Converts a lead to a contact

Add user

Adds a new user

Add tags

Adds tags to the specified record

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Update related module entry

Relates an entry in this module with an entry in another module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Send mail merge

Sends a mail merge with details of the selected record

Draft email template

Drafts an email based on the selected template

Update module entry

Updates the specified module entry

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Remove tags

Removes tags from the specified record

Raise signal

Raises a signal to Zoho CRM

Add note

Adds a note to the selected module

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Update user

Updates the details of an existing user based on user ID

Fetch email template

Fetches an email template by name

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch lead

Fetches a lead by email address or unique ID

Fetch account

Fetches an account by its name or unique ID

Fetch user

Fetches the details of an existing user by name or email address

Clone module entry

Clones an existing module entry

Fetch inventory template

Fetches an inventory template using ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch event

Fetches an event by its title or unique ID

Cancel call

Cancels a event

Delete module entry

Deletes the specified entry

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

Add task to project

Adds a task to the selected project

Create estimate

Creates a new estimate

Create invoice payment

Creates a new invoice payment

Update estimate

Updates the details of an existing estimate

Create time entry

Creates a new time entry for today

Create task

Creates a new task

Update expense

Updates the details of an existing expense

Create person

Creates a new person

Update contact

Updates the details of an existing contact

Update time entry

Updates an existing time entry

Create contact

Creates a new contact

Create estimate item

Creates a new estimate item

Update task

Updates the details of an existing task

Add person to project

Adds a person to the selected project

Create expense

Creates a new expense

Update invoice

Updates the details of an existing invoice

Start timer

Starts timer for today in the selected project

Create project

Creates a new project

Update estimate status

Updates the details of an existing estimate status

Create invoice

Creates a new invoice

Create invoice item

Creates a new invoice item

Create client

Creates a new client

Update project

Updates the details of an existing project

Update client

Updates the details of an existing client

Stop timer

Stops timer for today

Update estimate item

Updates the details of an existing estimate item

Update invoice item

Updates the details of an existing invoice item

Update person

Updates the details of an existing person

Fetch client

Fetches the details of the specified client

Fetch project

Fetches the details of the specified project

Fetch person

Fetches the details of an existing person by ID

Fetch task

Fetches the details of an existing task by ID

Fetch invoice

Fetches the details of an existing invoice by ID

Fetch client by name

Fetches the details of an existing client

Fetch time entry

Fetches the details of an existing time entry by ID

Fetch contact

Fetches the details of an existing contact by ID

Fetch estimate

Fetches the details of an existing estimate by ID

Fetch expense

Fetches the details of an existing expense by ID

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

What is Harvest?

Harvest is an online time tracking application that lets you track expenses, manage projects, and automatically create invoices from expenses and billable time.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Technical Engineer, Master Liveaboards

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