This integration selects new HubSpot deals and imports them to Harvest as tasks.

Note: It does not import pre-existing HubSpot deals.

How to Set Up

  1. Select or create connections: choose a HubSpot connection as the Source and a Harvest connection as the Target.
  2. Specify the schedule for the integration to run automatically.

Tips

  • To import only specific HubSpot deals as Harvest tasks, configure filters in the task editor.