Freshworks CRM and Harvest automations

Ready-made scenarios where Freshworks CRM and Harvest work for you: pick one — a copy appears in your account and runs on its own.

133 scenarios

Freshworks CRM entries — into Harvest
New contacts in Freshworks CRM — Tasks in Harvest
New tasks in Freshworks CRM — Running apis in Harvest
New tasks in Freshworks CRM — Updating customers in Harvest
New projects in Harvest — Deals in Freshworks CRM
Deleted contacts in Freshworks CRM — Deleting contacts in Harvest
New notes in Freshworks CRM — Running apis in Harvest
New contacts in Harvest — Updating deals in Freshworks CRM
New customers in Harvest — Updating contacts in Freshworks CRM
New contacts in Freshworks CRM — Updating tasks in Harvest
New contacts in Freshworks CRM — Updating users in Harvest
New contacts in Freshworks CRM — Customers in Harvest
Found: contacts in Harvest — Contacts in Harvest
New projects in harvest — Tasks in Freshworks CRM
New contacts in Freshworks CRM — Updating customers in Harvest
Updated invoices in harvest — Deals in Freshworks CRM
Deleted contacts in Freshworks CRM — Running apis in Harvest
New users in Harvest — Updating tasks in Freshworks CRM
New projects in Harvest — Updating tasks in Freshworks CRM
Updated contacts in Freshworks CRM — Users in Harvest
Copy Freshworks CRM entries into Harvest
New deals in Freshworks CRM — Projects in Harvest
Move tasks from one Harvest to the one you actually use
New contacts in Freshworks CRM — Running apis in Harvest
New form responses in Formstack — Contacts in Harvest — variant 9
New customers in Harvest — Notes in Freshworks CRM
Deleted contacts in Freshworks CRM — Updating tasks in Harvest
New invoices in Harvest — Updating contacts in Freshworks CRM
Tasks from one task manager, mirrored in the other
New users in Harvest — Tasks in Freshworks CRM
New users in Harvest — Bookings in freshworksCrm
Deleted contacts in Freshworks CRM — Deleting users in Harvest
New contacts in Freshworks CRM — Updating contacts in Harvest
New contacts in Freshworks CRM — Users in Harvest
Tasks from one Harvest mirrored in the other
New tasks in Harvest — Deals in Freshworks CRM
New notes in Freshworks CRM — Projects in Harvest
Deleted contacts in Freshworks CRM — Tasks in Harvest
New contacts in Harvest — Bookings in freshworksCrm
Updated contacts in Freshworks CRM — Tasks in Harvest
New contacts in Freshworks CRM — Projects in Harvest
New orders in GitHub — Invoices in Harvest — variant 2
New contacts in Harvest — Notes in Freshworks CRM
New Freshworks CRM contacts — into Harvest audiences
New invoices in Harvest — Contacts in Freshworks CRM
Deleted contacts in Freshworks CRM — Customers in Harvest
New invoices in Harvest — Updating tasks in Freshworks CRM
New customers in Harvest — Updating notes in Freshworks CRM
Updated contacts in Harvest — Deals in Freshworks CRM
New expenses in Harvest — Tasks in Freshworks CRM
New users in Harvest — Running apis in Freshworks CRM
New users in Harvest — Deleting contacts in Freshworks CRM
Tasks from one Harvest — copied into the other Harvest
Updated contacts in Freshworks CRM — Projects in Harvest
Deleted contacts in Freshworks CRM — Updating contacts in Harvest
New projects in Harvest — Tasks in Freshworks CRM
Deleted contacts in Freshworks CRM — Users in Harvest
Updated contacts in Harvest — Notes in Freshworks CRM
New users in Harvest — Contacts in Freshworks CRM
New contacts in Freshworks CRM — Time entries in Harvest
New contacts in Freshworks CRM — Contacts in Harvest
New contacts in Harvest — Deleting tasks in Freshworks CRM
Updated contacts in Harvest — Deleting contacts in Harvest
Tasks from one Harvest appear in the other
Updated contacts in Freshworks CRM — Updating contacts in Harvest
New tasks in Freshworks CRM — Tasks in Harvest
Updated contacts in Harvest — Updating deals in Freshworks CRM
New tasks in Harvest — Notes in Freshworks CRM
Deleted contacts in Freshworks CRM — Invoices in Harvest
New tasks in Freshworks CRM — Deleting contacts in Harvest
Updated projects in Harvest — Updating deals in Freshworks CRM
New customers in Harvest — Contacts in Freshworks CRM
New contacts in Harvest — Deals in Freshworks CRM
New tasks in Freshworks CRM — Time entries in Harvest
New invoices in Harvest — Updating deals in Freshworks CRM
Contacts from Freshworks CRM into Harvest audiences
New meetings in ciscoWebex — Deleting contacts in Harvest — variant 2
New tasks in Freshworks CRM — Invoices in Harvest
New projects in Harvest — Running apis in Freshworks CRM
New invoices in Harvest — Deals in Freshworks CRM
New tasks in Freshworks CRM — Contacts in Harvest
New tasks in Freshworks CRM — Customers in Harvest
Personal tasks flow into the team Harvest
New time entries in harvest — Updating deals in Freshworks CRM
Deleted contacts in Harvest — Notes in Freshworks CRM
New users in Harvest — Deals in Freshworks CRM
New projects in Harvest — Updating contacts in Freshworks CRM
Updated contacts in Harvest — Accounts in Freshworks CRM
New form responses in Formstack — Invoices in Harvest
Deleted contacts in Freshworks CRM — Updating customers in Harvest
New contacts in Harvest — Accounts in Freshworks CRM
Copy tasks from one Harvest to another
New bookings in freshworksCrm — Contacts in Harvest
Updated customers in Harvest — Contacts in Freshworks CRM
New form responses in Formstack — Users in Harvest — variant 2
Updated contacts in Freshworks CRM — Finding contacts in Harvest
New contacts in Freshworks CRM — Invoices in Harvest
New tasks in Harvest — Updating deals in Freshworks CRM
New users in Harvest — Accounts in Freshworks CRM
Updated contacts in Freshworks CRM — Updating tasks in Harvest