This integration selects new Pipedrive deals and imports them into Harvest as tasks.

Note: It does not import pre-existing Pipedrive deals into Harvest tasks.

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 tasks from specific new Pipedrive deals, configure filters in the task editor.