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Harvest + Pipedrive

Update tasks in Harvest when deal stages change in Pipedrive

Keep your project management streamlined and up-to-date with this efficient workflow. Whenever there's a change in deal stage in your Pipedrive account, a corresponding task will be immediately created in your Harvest account. This eliminates the need for repeated, manual data entry and ensures that every deal stage update in Pipedrive is promptly reflected in Harvest. Benefit from increased productivity and optimised efficiency with this solution.

Keep your project management streamlined and up-to-date with this efficient workflow. Whenever there's a change in deal stage in your Pipedrive account, a corresponding task will be immediately created in your Harvest account. This eliminates the need for repeated, manual data entry and ensures that every deal stage update in Pipedrive is promptly reflected in Harvest. Benefit from increased productivity and optimised efficiency with this solution.

  1. When this happens...
    PipedrivePipedrive
    Updated Deal Stage

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this!
    HarvestHarvest
    Create Task

    Creates a Task and optionally assigns it to a project

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
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About Harvest

Simple time tracking software and powerful reporting that helps your team thrive.

Related categories

  • Time Tracking Software
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About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

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