Integrate Harvest with Salesforce to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from Harvest

A trigger is an event that starts your Zap and runs the workflow. For example, with Harvest, a trigger could be "Invoice Paid."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Harvest to Salesforce

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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Set up your first integration

Quickly connect Harvest to Salesforce with a Zapier template.

Our most popular template

Update Salesforce records to create projects in Harvest
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Salesforce + Harvest
Create new Harvest projects from new Salesforce records
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Salesforce + Harvest
Create new Salesforce contacts when new users are added in Harvest
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Harvest + Salesforce
Create new Harvest clients from new Salesforce records
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Salesforce + Harvest

Update Salesforce records to create projects in Harvest

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Salesforce + Harvest

Create new Harvest projects from new Salesforce records

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Salesforce + Harvest

Create new Salesforce contacts when new users are added in Harvest

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Harvest + Salesforce

Create new Harvest clients from new Salesforce records

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Salesforce + Harvest

Make work flow with AI

Level up your Harvest to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Harvest + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Harvest and Salesforce

How do I integrate Harvest with Salesforce?

To integrate Harvest with Salesforce, you can use our automation platform to set up triggers and actions between the two apps. Triggers like 'New Timesheet Entry' in Harvest can automate actions such as 'Create Record' in Salesforce. Once you've configured the necessary workflows and authentication, our system will handle the rest for you.

What triggers are available for integrating Harvest with Salesforce?

When integrating Harvest with Salesforce, triggers in Harvest include options like 'New Invoice', 'New Client', or 'Timesheet Entry Created'. These triggers help initiate specific actions within Salesforce, such as updating records or creating new leads automatically.

Can I automate sending timesheet entries from Harvest to Salesforce?

Yes, you can automate sending timesheet entries from Harvest to Salesforce. By setting up a trigger for 'Timesheet Entry Created' in Harvest, you can use our integration platform to automatically create or update records in Salesforce.

Are there specific actions I can perform in Salesforce when a new invoice is generated in Harvest?

Certainly! When a new invoice is created in Harvest, you can set up actions such as 'Create Opportunity' or 'Send Email Notification' within Salesforce. This helps streamline your workflow by ensuring all related tasks are conducted promptly within your CRM system.

Do I need coding skills to integrate Harvest with Salesforce?

No coding skills are required to integrate Harvest with Salesforce using our platform. We provide an intuitive interface where you simply select the triggers and corresponding actions. Our system manages all the underlying technical aspects.

Is it possible to update existing client information in Salesforce based on entries from Harvest?

Yes, it's possible to update existing client information in Salesforce based on data entries from Harvest. You can configure a trigger like ‘Client Updated’ in Harvest to perform actions such as updating contact details or account information in your CRM automatically.

How frequently do triggered automations run between Harvest and Salesforce?

The frequency of automated tasks between these platforms depends on your specific configuration settings. Generally, once activated, processes run continually whenever the defined triggers occur. If you're experiencing any latency issues, double-check your setup or consult our support team for assistance.

Connect Harvest and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Harvest and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Invoice Paid
Triggers when an invoice is fully paid.
Trigger
Scheduled
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New Client
Triggers when a new client is added.
Trigger
Scheduled
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New Expense
Triggers when a new expense is added.
Trigger
Scheduled
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New Project
Triggers when a project is created.
Trigger
Scheduled
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- Exclude entries created as running timers?
Trigger
Scheduled
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New User Assignment
Triggers when a user is assigned to a project.
Trigger
Scheduled
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Timer Stopped
Triggers when a timer is stopped.
Trigger
Scheduled
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Updated Invoice
Triggers when an invoice is updated.
Trigger
Scheduled
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- Name
  Required
- Address
Action
Write
- Client
  Required
- Name
  Required
- Code
- Bill By
- Hourly Rate
- Budget By
- Budget
- Cost Budget
- Notes
Action
Write
- Project
- Task
  Required
- Hours
  Required
- Spent Date
  Required
- Notes
Action
Write
- Project
- Task
  Required
- Spent Date
  Required
- Notes
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Client ID
Action
Search
- Name
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Body
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

Invoice Sent
Triggers when an invoice is sent or marked as sent.
Trigger
Scheduled
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New Contact
Triggers when new contact is added.
Trigger
Scheduled
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New Invoice
Triggers when an invoice is created.
Trigger
Scheduled
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New Task
Triggers when a new task is added.
Trigger
Scheduled
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New User
Triggers when a new User is added.
Trigger
Scheduled
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Timer Started
Triggers when a timer is started.
Trigger
Scheduled
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Updated Client
Triggers when a client is updated.
Trigger
Scheduled
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- Exclude entries created as running timers?
Trigger
Scheduled
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- Client
  Required
- First Name
  Required
- Last Name
- Email
- Title
- Mobile Phone
- Office Phone
- Fax
Action
Write
- Project
- Name
  Required
- Billable By Default
- Default Hourly Rate
- Is Default
Action
Write
- Project
- Task
  Required
- Started Time
  Required
- Ended Time
  Required
- Spent Date
  Required
- Notes
Action
Write
Stop Timer
Stops any running timers
Action
Write
- Name
  Required
- Client ID
Action
Search
- Name
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

Learn how to automate Harvest on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About Harvest

Simple time tracking software and powerful reporting that helps your team thrive.

Learn more Help

Related categories

Time Tracking Software

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Integrate Harvest with Salesforce to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.