Freshworks CRM and Harvest integration

Save yourself the work of writing custom integrations for Freshworks CRM and Harvest and use n8n instead. Build adaptable and scalable Marketing, Sales, and Productivity workflows that work with your technology stack. All within a building experience you will love.

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How to connect Freshworks CRM and Harvest

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Freshworks CRM and Harvest integration: Create a new workflow and add the first step

Step 2: Add and configure Freshworks CRM and Harvest nodes

You can find Freshworks CRM and Harvest in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure Freshworks CRM and Harvest nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Freshworks CRM and Harvest integration: Add and configure Freshworks CRM and Harvest nodes

Step 3: Connect Freshworks CRM and Harvest

A connection establishes a link between Freshworks CRM and Harvest (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Freshworks CRM and Harvest integration: Connect Freshworks CRM and Harvest

Step 4: Customize and extend your Freshworks CRM and Harvest integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Freshworks CRM and Harvest with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Freshworks CRM and Harvest integration: Customize and extend your Freshworks CRM and Harvest integration

Step 5: Test and activate your Freshworks CRM and Harvest workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Freshworks CRM to Harvest or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Freshworks CRM and Harvest integration: Test and activate your Freshworks CRM and Harvest workflow

Build your own Freshworks CRM and Harvest integration

Create custom Freshworks CRM and Harvest workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Freshworks CRM supported actions

Create

Create an account

Delete

Delete an account

Get

Retrieve an account

Get Many

Retrieve many accounts

Update

Update an account

Create

Create an appointment

Delete

Delete an appointment

Get

Retrieve an appointment

Get Many

Retrieve many appointments

Update

Update an appointment

Create

Create a contact

Delete

Delete a contact

Get

Retrieve a contact

Get Many

Retrieve many contacts

Update

Update a contact

Create

Create a deal

Delete

Delete a deal

Get

Retrieve a deal

Get Many

Retrieve many deals

Update

Update a deal

Create

Create a note

Delete

Delete a note

Update

Update a note

Get

Retrieve a sales activity

Get Many

Retrieve many sales activities

Query

Search for records by entering search queries of your choice

Lookup

Search for the name or email address of records

Create

Create a task

Delete

Delete a task

Get

Retrieve a task

Get Many

Retrieve many tasks

Update

Update a task

Harvest supported actions

Create

Create a client

Delete

Delete a client

Get

Get data of a client

Get Many

Get data of many clients

Update

Update a client

Get

Retrieves the company for the currently authenticated user

Create

Create a contact

Delete

Delete a contact

Get

Get data of a contact

Get Many

Get data of many contacts

Update

Update a contact

Create

Create an estimate

Delete

Delete an estimate

Get

Get data of an estimate

Get Many

Get data of many estimates

Update

Update an estimate

Create

Create an expense

Delete

Delete an expense

Get

Get data of an expense

Get Many

Get data of many expenses

Update

Update an expense

Create

Create an invoice

Delete

Delete an invoice

Get

Get data of an invoice

Get Many

Get data of many invoices

Update

Update an invoice

Create

Create a project

Delete

Delete a project

Get

Get data of a project

Get Many

Get data of many projects

Update

Update a project

Create

Create a task

Delete

Delete a task

Get

Get data of a task

Get Many

Get data of many tasks

Update

Update a task

Create via Duration

Create a time entry via duration

Create via Start and End Time

Create a time entry via start and end time

Delete

Delete a time entry

Delete External Reference

Delete a time entry’s external reference

Get

Get data of a time entry

Get Many

Get data of many time entries

Restart

Restart a time entry

Stop

Stop a time entry

Update

Update a time entry

Create

Create a user

Delete

Delete a user

Get

Get data of a user

Get Many

Get data of many users

Get data of authenticated user

Update

Update a user

Freshworks CRM and Harvest integration details

Freshsales is a powerful CRM (Customer Relationships Management) system that helps you personalize engagement and shorten your sales cycle. It is an award-winning software used by thousands of businesses. As a comprehensive solution, it reduces IT complexity & cost, and offers a complete view of your customers.

Freshworks CRM node docs + examples

Freshworks CRM credential docs

See Freshworks CRM integrations

Related categories

Marketing

Sales

Harvest is a time-tracking system that helps you track time across your projects, invoicing, reports, etc. It is easy to use, an empowers you with relevant, intelligent insights and analytics.

Harvest node docs + examples

Harvest credential docs

See Harvest integrations

Related categories

Productivity

Other integrations with Freshworks CRM