Integrationsarrow_forwardHarvest Integrationsarrow_forward

Harvest + Pipedrive Integrations

Connect for free

On this page

Connect Harvest to Pipedrive
Example screenshots
Example workflows
Inspirational workflows
Triggers and actions
Harvest + your other apps
Pipedrive + your other apps
Related blog posts
FAQ

Harvest + Pipedrive integrations

Harvest > Pipedrive

Trigger

Last triggered

Project created

Add activity to deal

Overview

Connect Harvest to Pipedrive in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Harvest, Pipedrive, and many other popular SaaS applications.

Check below for example workflows using Harvest and Pipedrive, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Harvest and Pipedrive integrations in Relay.app

Use Relay.app's Harvest integrations to trigger actions across your apps

Preview of Use any of these Harvest actions in your Relay.app workflows

Preview of Use Relay.app's Pipedrive integrations to trigger actions across your apps

Preview of Use any of these Pipedrive actions in your Relay.app workflows

Use Relay.app's Harvest integrations to trigger actions across your apps

Use any of these Harvest actions in your Relay.app workflows

Use Relay.app's Pipedrive integrations to trigger actions across your apps

Use any of these Pipedrive actions in your Relay.app workflows

Example Harvest + Pipedrive workflows

arrow_forward

Automatically add activity to deal in Pipedrive for each project created in Harvest

Try it

arrow_forward

Get or create client automatically in Harvest for each deal stage changed in Pipedrive

Try it

arrow_forward

Add activity to lead automatically in Pipedrive for each client created in Harvest

Try it

arrow_forward

Automatically get or create project in Harvest for each deal closed in Pipedrive

Try it

arrow_forward

Get or add lead for person automatically in Pipedrive for each time entry updated in Harvest

Try it

Inspirational workflows

Visit the template gallery ➔

Calendly Discovery to CRM Process

CRM

Relay.app workflow screenshot: Calendly Discovery to CRM Process

Harvest Triggers

Client

add

Client created

edit_square

Client updated

Estimate

edit

Estimate changed

target

Estimate first meets conditions

add

New estimate added

Expense

add

Expense created

edit_square

Expense updated

Invoice

add

Invoice created

edit_square

Invoice updated

Project

add

Project created

edit_square

Project updated

Task

add

Task created

edit_square

Task updated

Time entry

add

Time entry created

edit_square

Time entry updated

User

add

User created

edit_square

User updated

Pipedrive Actions

Activity

add

Add activity

edit

Update activity

Deal

add

Add activity to deal

add

Add deal

person_add

Add follower to deal

person_add

Add participiant

add

Add product

attach_file

Attach deal to project

content_copy

Duplicate deal

Find deal(s)

edit

Update deal

schedule

Wait until deal stage reached

Lead

web_stories

Add activity to lead

person_add

Add lead for organization

person_add

Add lead for person

Create your own Harvest + Pipedrive integration

Select a trigger in Harvest

Select an action in Pipedrive

Create your workflow

Or automate Pipedrive + Harvest

Select a trigger in Pipedrive

Select an action in Harvest

Create your workflow

Connect Harvest to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Pipedrive to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

The best form automation software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

Whitney Hazard

Apr 17, 2024

Automation Ideas

7 Pipedrive automations for effortless lead management

Automate your Pipedrive CRM and go from warm lead to final sale faster than you can say "automation".

Jacob Bank

Mar 18, 2024

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Harvest to Pipedrive with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Harvest or Pipedrive to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Harvest and Pipedrive to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Harvest to Pipedrive?
link
Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Harvest and Pipedrive—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

@NotionCoach

Finally getting a chance to explore @relay and wow, UX feels leaps ahead of Zapier/Make.

Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Eva (Ziki) Zivanovic

@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

Visit our wall of love

New to Relay.app? Learn how to automate your first workflow

What will you automate?

Get started for free

Harvest + Pipedrive integrations

Screenshots of Harvest and Pipedrive integrations in Relay.app

Example Harvest + Pipedrive workflows

Automatically add activity to deal in Pipedrive for each project created in Harvest

Get or create client automatically in Harvest for each deal stage changed in Pipedrive

Add activity to lead automatically in Pipedrive for each client created in Harvest

Automatically get or create project in Harvest for each deal closed in Pipedrive

Get or add lead for person automatically in Pipedrive for each time entry updated in Harvest

Inspirational workflows

Calendly Discovery to CRM Process

Create your own Harvest + Pipedrive integration

Or automate Pipedrive + Harvest

Connect Harvest to your other apps

Or connect Pipedrive to your other apps

Related blog posts

The best form automation software in 2024

7 Pipedrive automations for effortless lead management

FAQ

What is Relay.app?

How do I connect Harvest to Pipedrive with Relay.app?

Is Relay.app a Zapier alternative for connecting Harvest to Pipedrive?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?