Connect Harpoon and Salesflare
Integrate Harpoon with Salesflare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Harpoon + Salesflare flows
Start from a real workflow other teams are already running.
Choose a trigger
Harpoon
When this happens...
New Client
New Project
New Expense Category
Choose an action
Salesflare
Automatically do this!
Find account
Find Contact
Find Opportunity
Find Person
Find Pipeline Stage
Find User
Find a Workflow
Add Contact to Account
Add User to Account
Create Account
Create Call
Create Contact
Create Internal Note
Create Meeting
Remove a Contact From Workflow
Create Opportunity
Create Task
Update Account
Update Contact
Update Opportunity
List Accounts
List Contacts
List Opportunities
List Users
List Pipelines
Find account in Salesflare when New Client in Harpoon
Use this flowFind Contact in Salesflare when New Client in Harpoon
Use this flowFind Opportunity in Salesflare when New Client in Harpoon
Use this flowFind a Workflow in Salesflare when New Client in Harpoon
Use this flowUpdate Opportunity in Salesflare when New Client in Harpoon
Use this flowList Opportunities from Salesflare when New Client in Harpoon
Use this flowFind account in Salesflare when New Project in Harpoon
Use this flowFind Contact in Salesflare when New Project in Harpoon
Use this flowFind Opportunity in Salesflare when New Project in Harpoon
Use this flowFind a Workflow in Salesflare when New Project in Harpoon
Use this flowSupported Triggers & Actions
Everything you can automate between Harpoon and Salesflare.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Triggers when new client created.
New Project
Triggers when there is a new project.
New Expense Category
Trigerrs when there is a new expense category.
New Account
Trigger When a new Account is created
New Contact
Trigger when New Contact Created
New Opportunity
Trigger when new opportunity is created
Do thisActions
Action is the task that follows automatically within your Harpoon integrations.
List All Clients
Get all the clients.
Get a client
View a client’s details.
Create Client
Creates a new client.
Create Expense
Create a new expense.
Create Expense Category
Creates a new Expense Category.
Create Project
Create a new Project.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Harpoon
Harpoon is a financial planning and time-tracking tool designed for freelancers and small businesses. It helps users set financial goals, track time, manage projects, and invoice clients efficiently. With Harpoon, users can gain insights into their financial health and make informed decisions to grow their business.
Learn moreSimilar apps
About Salesflare
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harpoon and Salesflare accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Harpoon and Salesflare as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesflare. No coding required.
Yes. You can set up a workflow where Harpoon triggers actions in Salesflare, and a separate workflow where Salesflare triggers actions in Harpoon. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Harpoon and Salesflare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harpoon and Salesflare integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
