This integration selects new Pipedrive deals and imports them to Harvest as projects.

Note: It does not import pre-existing Pipedrive deals to Harvest projects.

Note: Clients and persons should be pre-synced between Harvest and Pipedrive apps.

How to Set Up

  1. Select or create connections: Pipedrive connection for Source and Harvest connection for Target.
  2. Specify the schedule on which the integration will run automatically.

Tips

  • To create Harvest projects from specific new Pipedrive deals, configure filters in the task editor.