This integration selects new Harvest projects and imports them into Pipedrive as organizations.

Note: It does not import pre-existing Harvest projects into Pipedrive organizations.

How to Set Up

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

Tips

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