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Create a new client and connect contacts to it in Harvest with data of a new deal in Pipedrive

Create a new client and connect contacts to it in Harvest with data of a new deal in Pipedrive

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Apps used in template

Pipedrive CRM
Pipedrive CRM
Harvest
Harvest

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When a deal is updated in Pipedrive and meets specified criteria, a new client is made in Harvest with credentials of the linked person. Then, the persons from the deal are listed and new contacts are made and linked to the newly created client in Harvest.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Pipedrive CRM
Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Action
Pipedrive CRM
Add a Follower (Deprecated)

Add follower to an object of selected type (deals, organizations, persons).

Action
Pipedrive CRM
Add a Participant to a Deal

Adds a participant to a deal.

Action
Pipedrive CRM
Add a Product to a Deal

Adds a product to the deal.

Action
Pipedrive CRM
Add a Recurring Subscription (Deprecated)

Adds a new recurring subscription to a deal.

Action
Pipedrive CRM
Add an Installment Subscription (Deprecated)

Adds a new installment subscription.

Action
Pipedrive CRM
Add an Installment to a Deal

Adds an installment to a deal.

Action
Pipedrive CRM
Cancel a Recurring Subscription (Deprecated)

Cancels a recurring subscription.

Action
Harvest
Create Invoice Line Item

Adds new line item to specific invoice.

Action

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