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Harvest HubSpot
When a Contact matching specific conditions is created in Harvest, add it to HubSpot as well
Try this template
Harvest HubSpot

When a Contact matching specific conditions is created in Harvest, add it to HubSpot as well

Launch this workflow to connect Harvest & HubSpot !
Try this template
■Overview
Do you use Harvest and HubSpot together but still enter information into each tool manually? This can be especially time-consuming when you only want to sync specific customer information to HubSpot, as reviewing and copying data can take time and often lead to input errors. This workflow automatically adds a contact to HubSpot when a new contact that meets specific conditions is created in Harvest. Streamline your Harvest and HubSpot integration while reducing manual effort and errors.
■Who Is This Template For?
  • Anyone who manually copies customer information managed in Harvest to HubSpot
  • Anyone looking to integrate Harvest and HubSpot for centralized customer data management
  • Anyone who wants to automatically add Harvest leads that meet specific conditions as outreach targets in HubSpot
■Benefits of This Template
  • When a contact is added to Harvest, it is automatically synced to HubSpot, reducing the time spent manually copying data
  • Automating data transfers from Harvest to HubSpot helps prevent human errors such as incorrect entries and missed registrations
■Workflow
  1. First, connect Harvest and HubSpot to Yoom
  2. Next, select Harvest as the trigger and set the action to “When a new contact is created”
  3. Then, configure branching in the operation and specify the conditions for contacts to be added to HubSpot
  4. Finally, set the HubSpot “Create a contact” action in the operation to register contact information that matches the branching conditions
※ “Trigger”: An action that initiates the workflow. “Operation”: An action that processes data within the workflow after the trigger is activated
■Customization Options
  • Set your preferred conditions for contacts to be added to HubSpot when configuring branching. For example, you can specify conditions based on client type, project information, or other criteria
  • Choose which information to register when creating a contact in HubSpot. Map the contact’s name, company name, email address, and other information from Harvest to the corresponding fields in HubSpot
■Notes‍
  • Connect both Harvest and HubSpot to Yoom.
  • You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
  • Note that the shortest available trigger interval varies by plan.
  • Branching is an operation available on the Personal plan and above. On the Free plan, the configured workflow operation will result in an error.
  • Paid plans, including the Personal plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted. For details, see the pricing plans page.
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About the Apps
Harvest
Yoom allows you to integrate with Harvest's API without any code, enabling you to automate operations in Harvest via the API. For example, you can automatically register employee information from Google Workspace or Microsoft EntraID into Harvest, or automatically generate invoices in Harvest based on information from Google Sheets or Airtable.
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Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.
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About the apps you use
Harvest
Yoom allows you to integrate with Harvest's API without any code, enabling you to automate operations in Harvest via the API. For example, you can automatically register employee information from Google Workspace or Microsoft EntraID into Harvest, or automatically generate invoices in Harvest based on information from Google Sheets or Airtable.
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No-Code API Actions
Executable API actions
All
Harvest
HubSpot
Flowbot triggers
    New or Updated Expense
    New Client
    New Contact
    New User
    New Task
    New Projects
    New or Updated Time Entry
    New or Updated Invoice
    When a New Contact Is Created
    When a New Company Is Created
    When a New Deal Is Created
    When a Contact Is Created or Updated
    When a Company Is Created or Updated
    When a Deal Is Created or Updated
    When a Form Is Submitted
    When a Product Is Created
    When a Product Is Created or Updated
    When a Deal Is Updated to the Specified Stage
    When a Record Is Created in a Custom Object
    When a Record in a Custom Object Is Created or Updated
    When an Order Is Created or Updated
    When an Order Is Created
    When a Ticket Is Created
    When a Ticket Is Created or Updated
    When a Service Record Is Created
    When a Service Record Is Created or Updated
    When a Task Is Created
    When a Note Is Added to a Deal
    When a Message in the Specified Thread Receives a Reply
Flowbot operations
    Create User
    Get User
    Update User
    Archive User
    Create Client
    Update Client
    Create Contact
    Get Contact
    Create Time Entry
    Stop Current Time Entry
    Create Time Entry (Start & End Times)
    Restart Time Entry
    Create Task
    Get Task
    Update Task
    Search Expenses
    Get Expense
    Create Expense
    Find Invoices
    Get Invoice
    Create Invoice
    List Users
    List Contacts
    Get Latest Contact IDs
    Get Latest Company IDs
    Get Latest Deal IDs
    Submit Data to Form
    Create Form
    Get Tax Rate List
    Get Object Associations
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    Download Export File
    Create Custom Object Record (Associate with Deal Record)
    Create Contact
    Get Contact
    Update Contact
    Search Contacts (Keyword Search)
    Get Contact Custom Properties
    Get a List of Contact IDs
    Update a Contact Custom Property
    Add a Note to a Contact
    Search Multiple Contacts (and Criteria)
    Get Company IDs Associated with a Specific Contact
    Retrieve a List of Notes Associated with a Contact
    Create Task
    Retrieve a List of Tasks
    Retrieve a Task
    Create Company
    Get Company Information
    Update Company
    Search Companies (Keyword Search)
    Get Company Custom Properties
    Get a List of Company IDs
    Update Company Custom Property
    Add Note to Company
    Add Meeting to Company
    Search Multiple Companies (Filter Criteria)
    Create Deal
    Retrieve Deal Information
    Update Deal
    Search Deals (Keyword Search)
    Retrieve Deal Custom Properties
    Search Deals (Filter Search)
    Update Deal Custom Property
    Add Note to Deal
    Add Line Item to Deal
    Retrieve Deal Line Items
    Retrieve Custom Object Record
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records (Keyword Search)
    Add Note to Custom Object Record
    Retrieve Custom Object Record IDs Associated with Specific Deal
    Search Custom Object Records (Filter Search)
    Create Ticket
    Update Ticket
    Update Ticket Custom Property
    Add Note to Ticket
    Retrieve Ticket Details
    Retrieve Ticket Custom Properties
    Search Multiple Tickets (Filter Criteria)
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Search Products (Filter Search)
    Get Quote
    Update Quote
    Delete Quote
    Search Quotes
    Search Quote Templates (Filter Search)
    Add Signer to Quote
    Create Quote
    Get User Information
    Search Users (Keyword Search)
    Search Users (Filter Search)
    Create User
    Get Pipeline Stages
    Get Pipeline Stage
    Get List of Owners
    Get Owner Information
    Get Export Task Status and File URL
    Run CRM Data Export Task
    Get Line Item Details
    Get Line Item Custom Properties
    Associate Records
    Get Public URL for File
    Get Subscription Definitions
    Create Call Log
    Search Line Items (Filter Search)
    Search Fees (Filter Search)
    Search Discounts (Filter Search)
    Create Meeting Log
    Retrieve Service Custom Properties
    Associate a Custom Object Record with a Contact
    Create Order
    Retrieve Orders
    Update Order
    Retrieve Order
    Upload a File to a Specified Folder
    Search Multiple Contacts (or Criteria)
Flowbot triggers
    New or Updated Expense
    New Client
    New Contact
    New User
    New Task
    New Projects
    New or Updated Time Entry
    New or Updated Invoice
Flowbot operations
    Create User
    Get User
    Update User
    Archive User
    Create Client
    Update Client
    Create Contact
    Get Contact
    Create Time Entry
    Stop Current Time Entry
    Create Time Entry (Start & End Times)
    Restart Time Entry
    Create Task
    Get Task
    Update Task
    Search Expenses
    Get Expense
    Create Expense
    Find Invoices
    Get Invoice
    Create Invoice
    List Users
    List Contacts
Flowbot triggers
    When a New Contact Is Created
    When a New Company Is Created
    When a New Deal Is Created
    When a Contact Is Created or Updated
    When a Company Is Created or Updated
    When a Deal Is Created or Updated
    When a Form Is Submitted
    When a Product Is Created
    When a Product Is Created or Updated
    When a Deal Is Updated to the Specified Stage
    When a Record Is Created in a Custom Object
    When a Record in a Custom Object Is Created or Updated
    When an Order Is Created or Updated
    When an Order Is Created
    When a Ticket Is Created
    When a Ticket Is Created or Updated
    When a Service Record Is Created
    When a Service Record Is Created or Updated
    When a Task Is Created
    When a Note Is Added to a Deal
    When a Message in the Specified Thread Receives a Reply
Flowbot operations
    Get Latest Contact IDs
    Get Latest Company IDs
    Get Latest Deal IDs
    Submit Data to Form
    Create Form
    Get Tax Rate List
    Get Object Associations
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    Download Export File
    Create Custom Object Record (Associate with Deal Record)
    Create Contact
    Get Contact
    Update Contact
    Search Contacts (Keyword Search)
    Get Contact Custom Properties
    Get a List of Contact IDs
    Update a Contact Custom Property
    Add a Note to a Contact
    Search Multiple Contacts (and Criteria)
    Get Company IDs Associated with a Specific Contact
    Retrieve a List of Notes Associated with a Contact
    Create Task
    Retrieve a List of Tasks
    Retrieve a Task
    Create Company
    Get Company Information
    Update Company
    Search Companies (Keyword Search)
    Get Company Custom Properties
    Get a List of Company IDs
    Update Company Custom Property
    Add Note to Company
    Add Meeting to Company
    Search Multiple Companies (Filter Criteria)
    Create Deal
    Retrieve Deal Information
    Update Deal
    Search Deals (Keyword Search)
    Retrieve Deal Custom Properties
    Search Deals (Filter Search)
    Update Deal Custom Property
    Add Note to Deal
    Add Line Item to Deal
    Retrieve Deal Line Items
    Retrieve Custom Object Record
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records (Keyword Search)
    Add Note to Custom Object Record
    Retrieve Custom Object Record IDs Associated with Specific Deal
    Search Custom Object Records (Filter Search)
    Create Ticket
    Update Ticket
    Update Ticket Custom Property
    Add Note to Ticket
    Retrieve Ticket Details
    Retrieve Ticket Custom Properties
    Search Multiple Tickets (Filter Criteria)
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Search Products (Filter Search)
    Get Quote
    Update Quote
    Delete Quote
    Search Quotes
    Search Quote Templates (Filter Search)
    Add Signer to Quote
    Create Quote
    Get User Information
    Search Users (Keyword Search)
    Search Users (Filter Search)
    Create User
    Get Pipeline Stages
    Get Pipeline Stage
    Get List of Owners
    Get Owner Information
    Get Export Task Status and File URL
    Run CRM Data Export Task
    Get Line Item Details
    Get Line Item Custom Properties
    Associate Records
    Get Public URL for File
    Get Subscription Definitions
    Create Call Log
    Search Line Items (Filter Search)
    Search Fees (Filter Search)
    Search Discounts (Filter Search)
    Create Meeting Log
    Retrieve Service Custom Properties
    Associate a Custom Object Record with a Contact
    Create Order
    Retrieve Orders
    Update Order
    Retrieve Order
    Upload a File to a Specified Folder
    Search Multiple Contacts (or Criteria)
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