Harvest + HubSpot Integration

Integrate Harvest to HubSpot in one click, or tell Integrately AI how you want each client handled. Track billable hours, update your CRM records, alert your team, and trigger follow-ups automatically.

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1.
  • Harvest
    Invoice is paid in Harvest
  • Harvest
    Expense is added in Harvest
  • Harvest
    Timesheet entry is created in Harvest
  • Harvest
    Task is added in Harvest
  • Harvest
    Project is added in Harvest
  • Harvest
    Person is assigned to project in Harvest
  • Harvest
    Invoice (with line items) is added in Harvest
  • Harvest
    Invoice is added in Harvest
  • Harvest
    Client is added in Harvest
  • Harvest
    Contact is added in Harvest
  • Harvest
    Person is added in Harvest
  • HubSpot
    Contact is created in a list in HubSpot
  • HubSpot
    Contact is created in HubSpot
  • HubSpot
    Contact is updated in HubSpot
  • HubSpot
    Company is created in HubSpot
  • HubSpot
    Company is updated in HubSpot
  • HubSpot
    Deal is created in HubSpot
  • HubSpot
    Deal stage is changed in HubSpot
  • HubSpot
    Deal is updated in HubSpot
  • HubSpot
    Task is created in HubSpot
  • HubSpot
    Task is updated in HubSpot
  • HubSpot
    Task is marked as done in HubSpot
  • HubSpot
    Quote is created in HubSpot
  • HubSpot
    Quote is created or updated in HubSpot
  • HubSpot
    New Line item is created in HubSpot
  • HubSpot
    LineItem is created/updated in HubSpot
  • HubSpot
    Product is created in HubSpot
  • HubSpot
    Product is updated in HubSpot
  • HubSpot
    Form is submitted in HubSpot
  • HubSpot
    Email event is created in HubSpot
  • HubSpot
    Engagement is created in HubSpot
  • HubSpot
    Engagement is created/modified in HubSpot
  • HubSpot
    Blog post is created in HubSpot
  • HubSpot
    Blog tag is created in HubSpot
  • HubSpot
    Social media message is broadcasted in HubSpot
  • HubSpot
    Email subscription timeline is created in HubSpot
  • HubSpot
    Ticket is created in HubSpot
  • HubSpot
    Ticket is updated in HubSpot
  • HubSpot
    File is created/uploaded in HubSpot
  • HubSpot
    Form is created in HubSpot
Arrow Right
2.
  • Harvest
    Create time entry with start and end time in Harvest
  • Harvest
    Find client by ID in Harvest
  • Harvest
    Find project by ID in Harvest
  • Harvest
    Find task by ID in Harvest
  • Harvest
    Create project in Harvest
  • Harvest
    Create timesheet entry in Harvest
  • Harvest
    Create task in Harvest
  • Harvest
    Create client in Harvest
  • Harvest
    Create and start timer in Harvest
  • Harvest
    Create contact in Harvest
  • HubSpot
    Associate contact with company in HubSpot
  • HubSpot
    Uninstall App in HubSpot
  • HubSpot
    Associate Deal with Contact in HubSpot
  • HubSpot
    Associate Deal with Company in HubSpot
  • HubSpot
    Associate engagement with related object in HubSpot
  • HubSpot
    Remove email subscription in HubSpot
  • HubSpot
    Create contact in HubSpot
  • HubSpot
    Update contact in HubSpot
  • HubSpot
    Add contact to a list in HubSpot
  • HubSpot
    Remove contact from list in HubSpot
  • HubSpot
    Create or Update contact in HubSpot
  • HubSpot
    Get contact by id in HubSpot
  • HubSpot
    Archive contact in HubSpot
  • HubSpot
    Create company in HubSpot
  • HubSpot
    Update company in HubSpot
  • HubSpot
    Get company by id in HubSpot
  • HubSpot
    Archive company in HubSpot
  • HubSpot
    Create deal in HubSpot
  • HubSpot
    Update deal in HubSpot
  • HubSpot
    Get deal by id in HubSpot
  • HubSpot
    Archive deal in HubSpot
  • HubSpot
    Create task in HubSpot
  • HubSpot
    Update task in HubSpot
  • HubSpot
    Mark task as completed in HubSpot
  • HubSpot
    Archive task in HubSpot
  • HubSpot
    Create note in HubSpot
  • HubSpot
    Add note to contact in HubSpot
  • HubSpot
    Add note to deal in HubSpot
  • HubSpot
    Upload file in HubSpot
  • HubSpot
    Create engagement in HubSpot
  • HubSpot
    Create blog post in HubSpot
  • HubSpot
    Create blog tag in HubSpot
  • HubSpot
    Get quote by id in HubSpot
  • HubSpot
    Create line-item in HubSpot
  • HubSpot
    Update line-item in HubSpot
  • HubSpot
    Get line-item by id in HubSpot
  • HubSpot
    Archive line-item in HubSpot
  • HubSpot
    Create ticket in HubSpot
  • HubSpot
    Update ticket in HubSpot
  • HubSpot
    Get ticket by id in HubSpot
  • HubSpot
    Archive ticket in HubSpot
  • HubSpot
    Get associated records in HubSpot
  • HubSpot
    Get deal associated records in HubSpot
  • HubSpot
    Associate task with contact in HubSpot
  • HubSpot
    Associate ticket to related object in HubSpot
  • HubSpot
    Associate deal with line item in HubSpot
  • HubSpot
    Remove Association in HubSpot
  • HubSpot
    Create form submission in HubSpot
  • HubSpot
    Create social media message in HubSpot
  • HubSpot
    Add contact to workflow in HubSpot
  • HubSpot
    Retrieve signed URL for file in HubSpot
  • HubSpot
    Create product in HubSpot
  • HubSpot
    Update product in HubSpot
  • HubSpot
    Get product by id in HubSpot
  • HubSpot
    Archive product in HubSpot
  • HubSpot
    Get owner by Id in HubSpot
  • HubSpot
    Get form by id in HubSpot
  • HubSpot
    Get owner by Email in HubSpot
  • HubSpot
    Get pipeline stage details in HubSpot
  • HubSpot
    Search contact in HubSpot
  • HubSpot
    Search contact by email in HubSpot
  • HubSpot
    Search company in HubSpot
  • HubSpot
    Search company by name in HubSpot
  • HubSpot
    Search company by domain in HubSpot
  • HubSpot
    Search company by website in HubSpot
  • HubSpot
    Search deal in HubSpot
  • HubSpot
    Search deal by name in HubSpot
  • HubSpot
    Search task by title in HubSpot
  • HubSpot
    Search blog by name in HubSpot
  • HubSpot
    Search tickets in HubSpot
  • HubSpot
    Search products in HubSpot
  • HubSpot
    Search line items in HubSpot
  • HubSpot
    Search blog tag in HubSpot

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Ready Workflows Ready Workflows for Harvest + HubSpot Integration

Track billable hours, update CRM records, alert your team, and send client updates, all in just one click.

Most popular automationmost-popular-automations
Harvest + HubSpot Integration

Create HubSpot company from new Harvest project

If you're using the time tracking app Harvest to manage your project, you'll want to create a company in HubSpot to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a company in HubSpot whenever you create a project in Harvest.
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Harvest + HubSpot Integration

Create HubSpot task for new Harvest task

Have you ever wished that you could sync your Harvest task with your HubSpot task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in Harvest, a matching task will be created in HubSpot. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your Harvest and HubSpot accounts.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Harvest + HubSpot flow

Streamline your project billing and customer management by extending your core automation. Pick a combination and activate it in one click.

Harvest
HubSpot
+
AsanaAsana (5)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
GmailGmail (4)
+
StripeStripe (4)
H
H
A
Create an Asana task when a new project is added in Harvest, and create a company in HubSpot
New Harvest projects immediately generate an Asana task and a HubSpot company, keeping your operations and CRM perfectly aligned.
H
H
A
When an invoice is paid in Harvest, create a deal in HubSpot and update the Asana project task
Paid Harvest invoices trigger a new deal in HubSpot and update your project status in Asana.
H
H
A
If a client is added in Harvest, create a contact in HubSpot and assign an onboarding task in Asana
New Harvest clients are added to HubSpot as contacts while onboarding tasks open automatically in Asana.
H
H
A
Use Claude to summarise Harvest timesheet entries, update HubSpot deals, and create follow-up tasks in Asana
Claude reviews Harvest timesheets, updates HubSpot deal records, and schedules Asana follow-up tasks.
H
H
A
When an expense is added in Harvest, log an engagement in HubSpot and create a review task in Asana
Harvest expenses automatically log engagements in HubSpot and generate review tasks in Asana.

Supported triggers and actions for Harvest and HubSpot

Mix and match to build the exact automation you need

Harvest
Harvest Triggers & Actions
Invoice is paid in Harvest
Triggers the automation when an invoice is marked as paid
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Expense is added in Harvest
Triggers the automation when a new expense is added
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Timesheet entry is created in Harvest
Triggers the automation when there is a new timesheet entry
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Task is added in Harvest
Triggers the automation when a new task is added
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Project is added in Harvest
Triggers the automation when a new project is added
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Person is assigned to project in Harvest
Triggers the automation when a person is assigned to a project
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Invoice (with line items) is added in Harvest
Triggers the automation when a new invoice (with line items) is added
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Invoice is added in Harvest
Triggers the automation when a new invoice is added
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Client is added in Harvest
Triggers the automation when a new client is added
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Contact is added in Harvest
Triggers the automation when a new contact is added
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Person is added in Harvest
Triggers the automation when a new person is added
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Create time entry with start and end time in Harvest
Creates a new time entry with specified start and end times
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Find client by ID in Harvest
Locates a client based on their unique identification number
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Find project by ID in Harvest
Retrieves a project by its unique identification number
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Find task by ID in Harvest
Locates and retrieves a task by its unique identification number
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Create project in Harvest
Creates a new project
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Create timesheet entry in Harvest
Creates a new timesheet entry
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Create task in Harvest
Creates a new task
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Create client in Harvest
Generates a new client profile
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Create and start timer in Harvest
Creates and starts a timer for tracking time
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Create contact in Harvest
Adds a new contact to the database
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HubSpot
HubSpot Triggers & Actions
Contact is created in a list in HubSpot
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Contact is created in HubSpot
Triggers the automation when a new contact is created
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Contact is updated in HubSpot
Triggers the automation when a contact is updated
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Company is created in HubSpot
Triggers the automation when a new company is created
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Company is updated in HubSpot
Triggers the automation when a company is updated
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Deal is created in HubSpot
Triggers the automation when a deal is created
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Deal stage is changed in HubSpot
Triggers the automation when a deal stage is changed
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Deal is updated in HubSpot
Triggers the automation when a deal is updated
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Task is created in HubSpot
Triggers the automation when a new task is created
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Task is updated in HubSpot
Triggers the automation when a task is updated
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Task is marked as done in HubSpot
Triggers the automation when a task is marked as completed.
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Quote is created in HubSpot
Triggers the automation when a new quote is created
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Quote is created or updated in HubSpot
Triggers the automation when a quote is created or updated
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New Line item is created in HubSpot
Triggers the automation when a new line item is added
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LineItem is created/updated in HubSpot
Triggers the automation when a LineItem is added or updated
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Product is created in HubSpot
Triggers the automation when a new product is created
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Product is updated in HubSpot
Triggers the automation when a product is updated
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Form is submitted in HubSpot
Triggers the automation when a form is filled
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Email event is created in HubSpot
Triggers the automation when any email event occurs
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Engagement is created in HubSpot
Triggers the automation when any type of engagement is created
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Engagement is created/modified in HubSpot
Triggers the automation when any contact activity is created or updated
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Blog post is created in HubSpot
Triggers the automation when a new blog post is created
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Blog tag is created in HubSpot
Triggers the automation when a new tag is added to blog
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Social media message is broadcasted in HubSpot
Triggers the automation when a social media message is broadcasted
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Email subscription timeline is created in HubSpot
Triggers the automation when tracking is initiated for a contact's email subscription activities
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Ticket is created in HubSpot
Triggers the automation when a new ticket is created
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Ticket is updated in HubSpot
Triggers the automation when a ticket is modified
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File is created/uploaded in HubSpot
Triggers the automation when a particular action in the workflow fails
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Form is created in HubSpot
Triggers the automation when a new form is created
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Associate contact with company in HubSpot
Associates a contact with a company
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Uninstall App in HubSpot
Removes the application from the system.
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Associate Deal with Contact in HubSpot
Link a support Dealto a contact
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Associate Deal with Company in HubSpot
Link a support ticket to a corresponding object
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Associate engagement with related object in HubSpot
Link a support engagement to a corresponding object
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Remove email subscription in HubSpot
Removes an email subscription
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Create contact in HubSpot
Adds a new contact to the database
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Update contact in HubSpot
Updates contact information with new details
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Add contact to a list in HubSpot
Adds a contact to a predefined contact list
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Remove contact from list in HubSpot
Removes a particular contact from a designated list
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Create or Update contact in HubSpot
Adds or update contact information
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Get contact by id in HubSpot
Retrieves a contact's information based on their id
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Archive contact in HubSpot
Archive a particular contact's details for future reference
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Create company in HubSpot
Generates a new company profile with given details
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Update company in HubSpot
Updates company information
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Get company by id in HubSpot
Retrieves a company's details using its id
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Archive company in HubSpot
Archive company files and data for future reference
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Create deal in HubSpot
Generates a new deal with
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Update deal in HubSpot
Updates deal information based on new criteria or changes
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Get deal by id in HubSpot
Retrieves a deal by its id
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Archive deal in HubSpot
Save and store deal information for future reference
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Create task in HubSpot
Creates a new task
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Update task in HubSpot
Updates the task with new information or changes
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Mark task as completed in HubSpot
Marks task as completed
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Archive task in HubSpot
Move completed tasks to a designated archive folder
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Create note in HubSpot
Creates a new note in the particular format
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Add note to contact in HubSpot
Adds a personalized note to a contact
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Add note to deal in HubSpot
Adds a note to a deal
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Upload file in HubSpot
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Create engagement in HubSpot
Logs a new engagement or interaction, such as a call, email, or meeting
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Create blog post in HubSpot
Generates and publish a new blog post
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Create blog tag in HubSpot
Creates tags for blog posts based on content keywords
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Get quote by id in HubSpot
Retrieves a quote using its id
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Create line-item in HubSpot
Creates a new line item
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Update line-item in HubSpot
Updates the details of a line-item
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Get line-item by id in HubSpot
Retrieves a line-item from a database using its id
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Archive line-item in HubSpot
Store a line-item for future reference
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Create ticket in HubSpot
Generates a new ticket
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Update ticket in HubSpot
Updates ticket information
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Get ticket by id in HubSpot
Retrieves a ticket by its id
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Archive ticket in HubSpot
Archive closed tickets for better organization
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Get associated records in HubSpot
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Get deal associated records in HubSpot
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Associate task with contact in HubSpot
Link a task to a contact in the contact list
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Associate ticket to related object in HubSpot
Link a support ticket to a corresponding object
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Associate deal with line item in HubSpot
Associates a deal with a line item
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Remove Association in HubSpot
Removes an association
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Create form submission in HubSpot
Generates a form submission from input data
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Create social media message in HubSpot
Creates a new social media message
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Add contact to workflow in HubSpot
Adds a contact to a workflow
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Retrieve signed URL for file in HubSpot
Retrieves a signed url for a file
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Create product in HubSpot
Generates and launch new products
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Update product in HubSpot
Updates product information
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Get product by id in HubSpot
Retrieves product information using its id
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Archive product in HubSpot
Move discontinued products to an archive folder for future reference
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Get owner by Id in HubSpot
Retrieves owner information based on the provided unique id
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Get form by id in HubSpot
Retrieves a form based on its id
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Get owner by Email in HubSpot
Retrieves owner information based on the provided email address
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Get pipeline stage details in HubSpot
Retrieves detailed information about a stage in a pipeline
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Search contact in HubSpot
Searches and locate contact information
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Search contact by email in HubSpot
Finds and retrieves contact information using their email address
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Search company in HubSpot
Searches for and retrieve detailed information about different companies
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Search company by name in HubSpot
Searches for a company using its name
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Search company by domain in HubSpot
Searches for a company's information based on its domain
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Search company by website in HubSpot
Searches for company information using their website address
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Search deal in HubSpot
Searches and identify the best deals based on particular criteria
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Search deal by name in HubSpot
Searches for a deal by its name
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Search task by title in HubSpot
Searches for a task by title
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Search blog by name in HubSpot
Searches for a blog by name
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Search tickets in HubSpot
Searches for tickets
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Search products in HubSpot
Searches for products
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Search line items in HubSpot
Searches for line items
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Search blog tag in HubSpot
Searches for a blog tag
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What can you automate with Harvest + HubSpot?

Streamline your billing, time tracking, and customer relationship management with ready-made automation workflows.

What you can automate?
๐Ÿ’ผ
Create HubSpot contacts from Harvest client additions
Every new client added in Harvest automatically generates a matching contact in HubSpot. Your CRM stays updated the moment a client is onboarded.
๐Ÿงพ
Capture every invoice payment and update deals
Map paid Harvest invoices directly into HubSpot deal stage updates. Your sales pipeline reflects real revenue without manual spreadsheet tracking.
๐Ÿ””
Alert your team instantly on payment receipts
Notify your finance or sales channel the moment an invoice is paid or a project is created. Keep your entire team aligned without checking multiple dashboards.
๐Ÿ”€
Route records based on submitted project data
Condition workflows to handle high-value projects differently from standard tasks, routing specialized information to the right department automatically.
๐Ÿ”„
Keep CRM deal stages updated as projects evolve
Synchronize project milestone changes in Harvest with corresponding deal stage updates in HubSpot. Ensure sales and delivery teams share a single source of truth.
๐Ÿ”
Prevent duplicate records with intelligent lookups
Search existing client databases before creating new company profiles in HubSpot. Maintain a clean, deduplicated CRM database effortlessly.
โฑ๏ธ
Log billable timesheets and engagement notes
Transfer billable hours and timesheet details into HubSpot engagements. Track team effort against customer accounts accurately.
๐Ÿ”—
Extend billing flows to team messaging apps
Connect your core Harvest and HubSpot workflow with Slack to broadcast important financial milestones and project updates directly to your team.
And much more...

Who is Harvest + HubSpot integration for?

Project managers, finance leads, and sales teams use this integration to keep billable hours, client records, and revenue tracking fully synchronized.

Finance leads
Finance leads
Project managers
Project managers
Account executives
Account executives
Agency owners
Agency owners
Operations coordinators
Operations coordinators
Billing specialists
Billing specialists
๐Ÿ“ˆ
Finance leads
You're reviewing billable hours and project profitability reports but your CRM revenue data only updates when someone manually reconciles invoices, so the financial metrics you're reporting against are always a few days behind โ€” with this integration, every paid invoice and client update flows into your systems instantly and your data stays current.
โšก
Project managers
You need to act fast when client scope changes and project milestones are reached, but you find out too late because project timesheets and sales deals live in separate silos โ€” this integration means every new project creation triggers immediate CRM updates so your operational response is always lightning fast.
๐Ÿค
Account executives
You answer to clients and executive stakeholders who want to see real-time progress on billable deliverables, but compiling manual status reports takes hours of copy-pasting between time tracking and CRM tools โ€” automating both apps means your client data flows seamlessly and stakeholder updates generate automatically.
๐Ÿ“Š
Agency owners
The volume of client timesheets, projects, and invoices is too high for anyone to keep up by hand, leading to missed billing opportunities and unrecorded customer interactions โ€” connecting these apps means every billable event logs automatically without manual data entry bottlenecks.
๐Ÿ”„
Operations coordinators
You own the client onboarding step and depend on someone upstream to hand over project details from time tracking to sales software, resulting in frequent communication gaps โ€” this integration means project creation instantly hands off all necessary details to your CRM team.
๐Ÿ“‹
Billing specialists
You need a reliable history of every client payment and project expense, but keep finding gaps between your time tracking logs and CRM records โ€” automating both apps means your database maintains a complete and accurate audit trail of every transaction.
Our team

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Why choose Integrately to automate Harvest + HubSpot

Build and manage your Harvest + HubSpot automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Harvest + HubSpot with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
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Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
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Secure by design
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Frequently Asked Questions

How do I connect Harvest to HubSpot?
Frequently Asked Questions
You can connect Harvest and HubSpot in 1-click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking tools like Slack, QuickBooks Online, and Asana.
Can I automatically create HubSpot contacts when a client is added in Harvest?
Frequently Asked Questions
Can I connect Harvest, HubSpot, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Harvest and HubSpot?
Frequently Asked Questions
How does Harvest handle client data during integration?
Frequently Asked Questions
How are HubSpot deals updated from Harvest invoices?
Frequently Asked Questions
Do I need coding skills to automate Harvest and HubSpot?
Frequently Asked Questions
Is the Harvest and HubSpot integration free?
Frequently Asked Questions
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