Connect Harvest and Sangam CRM
Integrate Harvest with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Module Records from Sangam CRM when New Project in Harvest
Search an User in Sangam-crm when New User in Harvest
Create Campaign in Sangam CRM when New User in Harvest
Get Lead related contact module data in Sangam-crm when New Invoice in Harvest
Find Checklists in Sangam CRM when New User in Harvest
Popular Harvest + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Harvest
When this happens...
New Client Created
New User
New Contact
New Project
New Time entry
List Invoice Sent
List Invoice Paid
New Invoice
Choose an action
Sangam CRM
Automatically do this!
Create a new Lead
Create Opportunity
Fetch Module Fields
Create Contact
Create Ticket
Create Company
Create Campaign
Create or Update Lead
Create Or Update Linked Record
Update an Account
Search an User
Get Account related module data
Get Lead related contact module data
Get Partner Registration related module data
Add Event Member
Update Ticket
Search Leads
List Module Records
List Leads
Create Checklist
Find Checklists
Update Checklist
Create WhatsApp Record
Find WhatsApp Records
Update WhatsApp Record
Update Opportunity
Search Opportunities
List Opportunities
List Module Records from Sangam CRM when New Project in Harvest
Use this flowSearch an User in Sangam-crm when New User in Harvest
Use this flowCreate Campaign in Sangam CRM when New User in Harvest
Use this flowGet Lead related contact module data in Sangam-crm when New Invoice in Harvest
Use this flowFind Checklists in Sangam CRM when New User in Harvest
Use this flowCreate WhatsApp Record in Sangam CRM when List Invoice Paid in Harvest
Use this flowCreate a new Lead in Sangam CRM when List Invoice Sent in Harvest
Use this flowUpdate Ticket in Sangam CRM when List Invoice Sent in Harvest
Use this flowFetch Module Fields from Sangam CRM when New Client Created in Harvest
Use this flowFind WhatsApp Records in Sangam CRM when New User in Harvest
Use this flowSupported Triggers & Actions
Everything you can automate between Harvest and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Created
Trigger when new client is created
New User
Trigger when user is created
New Contact
Trigger when new contact is created
New Project
Trigger when new project is created
New Time entry
Trigger when new time entry is created
List Invoice Sent
List Invoice Sent
Do thisActions
Action is the task that follows automatically within your Harvest integrations.
Create a Client
Creates a new client
Update a Client
Update an existing client
Create a Contact
Craete a new contact
Update a Contact
Update an existing contact
Find a Task
Get an existing task detail by its name
Create a Task
Create a new task
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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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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Harvest and Sangam CRM workflows.
Learn how to automate Harvest and Sangam CRM workflows.
Learn how to automate Harvest and Sangam CRM workflows.
Learn how to automate Harvest and Sangam CRM workflows.
Learn how to automate Harvest and Sangam CRM workflows.
Learn how to automate Harvest and Sangam CRM workflows.
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About Harvest
Harvest is a time-tracking and invoicing application that simplifies the process of tracking time for various tasks and projects. It helps organizations and freelancers easily bill clients and better manage their time spent on tasks.
Learn moreSimilar apps
About Sangam CRM
Sangam CRM is a business CRM platform for managing sales, marketing, helpdesk support, internal tasks, and automated business workflows, with web, mobile, API, and integration capabilities.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harvest and Sangam CRM 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 Harvest and Sangam CRM 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 Sangam CRM. No coding required.
Yes. You can set up a workflow where Harvest triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Harvest. 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 Harvest and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvest and Sangam CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
