Harvest + Pipedrive Integrations

Connect Harvest to Pipedrive in just a few clicks, for free, with Relay.app.
Check below for the triggers and actions Relay.app supports, as well as example workflows using Harvest and Pipedrive. Relay.app provides seamless integration between Harvest, Pipedrive, and many other popular SaaS applications. Keep your data in sync across apps and set up repeated processes that can run without you needing to lift another finger.
Relay.app is an automation tool that people love for its deep & easy-to-use integrations, embedded AI features, human-in-the-loop functionality, and powerful workflow essentials.

Example Harvest + Pipedrive workflows

Harvest iconarrow_forwardPipedrive icon

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

Pipedrive iconarrow_forwardHarvest icon

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

Harvest iconarrow_forwardPipedrive icon

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

Pipedrive iconarrow_forwardHarvest icon

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

Harvest iconarrow_forwardPipedrive icon

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

Harvest Triggers
Client
Harvest logo
add
Client created
Harvest logo
edit_square
Client updated
Estimate
Harvest logo
edit
Estimate changed
Harvest logo
target
Estimate first meets conditions
Harvest logo
add
New estimate added
Expense
Harvest logo
add
Expense created
Harvest logo
edit_square
Expense updated
Invoice
Harvest logo
add
Invoice created
Harvest logo
edit_square
Invoice updated
Project
Harvest logo
add
Project created
Harvest logo
edit_square
Project updated
Task
Harvest logo
add
Task created
Harvest logo
edit_square
Task updated
Time entry
Harvest logo
add
Time entry created
Harvest logo
edit_square
Time entry updated
User
Harvest logo
add
User created
Harvest logo
edit_square
User updated
Pipedrive Actions
Activity
Pipedrive logo
add
Add activity
Pipedrive logo
edit
Update activity
Deal
Pipedrive logo
add
Add activity to deal
Pipedrive logo
add
Add deal
Pipedrive logo
person_add
Add follower to deal
Pipedrive logo
person_add
Add participiant
Pipedrive logo
add
Add product
Pipedrive logo
attach_file
Attach deal to project
Pipedrive logo
content_copy
Duplicate deal
Pipedrive logo
search
Find deal(s)
Pipedrive logo
edit
Update deal
Pipedrive logo
schedule
Wait until deal stage reached
Lead
Pipedrive logo
web_stories
Add activity to lead
Pipedrive logo
archive
Archive lead
Pipedrive logo
search
Find lead(s)
Pipedrive logo
person_add
Get or add lead for organization
Pipedrive logo
person_add
Get or add lead for person
Pipedrive logo
edit
Update lead
Note
Pipedrive logo
add
Add note
Pipedrive logo
add
Add note comment
Pipedrive logo
edit
Update note
Pipedrive logo
edit
Update note comment
Organization
Pipedrive logo
web_stories
Add activity to organization
Pipedrive logo
person_add
Add follower to organization
Pipedrive logo
search
Find organization(s)
Pipedrive logo
storefront
Get or add organization
Pipedrive logo
storefront
Update or add organization
Pipedrive logo
edit
Update organization
Person
Pipedrive logo
web_stories
Add activity to person
Pipedrive logo
add
Add person
Pipedrive logo
search
Find person / people
Pipedrive logo
person_add
Get or add person
Pipedrive logo
add
Update or add person
Pipedrive logo
edit
Update person
Product
Pipedrive logo
person_add
Add follower to product
Pipedrive logo
add
Add product
Pipedrive logo
search
Find product(s)
Pipedrive logo
edit
Update product
Project
Pipedrive logo
web_stories
Add activity to project
Pipedrive logo
add
Add project
Pipedrive logo
archive
Archive project
Pipedrive logo
delete
Delete project
Pipedrive logo
search
Find project(s)
Pipedrive logo
edit
Update project
Task
Pipedrive logo
add
Add task
Pipedrive logo
search
Find task(s)
Pipedrive logo
edit
Update task
Pipedrive logo
schedule
Wait until project task done
Pipedrive Triggers
Activity
Pipedrive logo
add
Activity added
Deal
Pipedrive logo
add
Deal added
Pipedrive logo
payments
Deal closed
Pipedrive logo
payments
Deal lost
Pipedrive logo
conversion_path
Deal stage changed
Pipedrive logo
edit_square
Deal updated
Pipedrive logo
payments
Deal won
Lead
Pipedrive logo
add
Lead added
Organization
Pipedrive logo
add
Organization added
Pipedrive logo
edit_square
Organization updated
Person
Pipedrive logo
add
Person added
Pipedrive logo
edit_square
Person updated
Product
Pipedrive logo
add
New product added
Pipedrive logo
edit
Product changed
Pipedrive logo
target
Product first meets conditions
Project
Pipedrive logo
add
Project added
Pipedrive logo
conversion_path
Project phase changed
Pipedrive logo
task_alt
Project status changed
Harvest Actions
Client
Harvest logo
search
Find client(s)
Harvest logo
add
Get or create client
Harvest logo
edit
Update client
Contact
Harvest logo
search
Find contact(s)
Estimate
Harvest logo
search
Find estimate(s)
Expense
Harvest logo
request_quote
Create expense
Harvest logo
search
Find expense(s)
Harvest logo
edit
Update expense
Invoice
Harvest logo
search
Find invoice(s)
Project
Harvest logo
search
Find project(s)
Harvest logo
add
Get or create project
Harvest logo
edit
Update project
Task
Harvest logo
search
Find task(s)
Time entry
Harvest logo
timer
Create time entry via duration
Harvest logo
timer
Create time entry via start and end time
Harvest logo
search
Find time entry(ies)
Harvest logo
edit
Update time entry

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

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