How can I filter contacts by lead source?

DryMerge allows you to filter contacts based on lead source. Specify your criteria for lead sources, and only those contacts will trigger the creation of tasks in Harvest.

Can I use this with ClickUp instead of Harvest?

Yes, you can use this with ClickUp instead of Harvest. Just describe the necessary changes, and DryMerge will adjust the automation accordingly.

Who benefits from this automation and how?

This automation is particularly useful for sales and account management teams who need to ensure prompt follow-up with new contacts to improve customer engagement and conversion rates.

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Harvest + Pipedrive

Create Harvest Tasks for New Pipedrive Contacts

Optimize your task management process by creating new tasks in Harvest whenever a new contact is added in Pipedrive. This is ideal for sales and account management teams who need to follow up with new contacts efficiently.

New Contact Added

Triggers when a new contact is added in Pipedrive.

Create Task

Creates a new task in Harvest for the contact.

See more Harvest to Pipedrive integrations or use AI to customize your automation.

or pick a common variation below

Create Harvest Projects for New Pipedrive Deals

Harvest + Pipedrive

Generate Harvest Reports for Won Pipedrive Deals

Harvest + Pipedrive

Send Slack Notifications for New Pipedrive Deals

Harvest + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Harvest tasks for new Pipedrive contacts"

Create Harvest tasks for new Pipedrive contacts

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Harvest + Pipedrive.

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

Create Deal

Creates a new deal in Pipedrive

Update Deal

Updates an existing deal in Pipedrive

Delete Deal

Deletes a deal in Pipedrive

Add Follower to Deal

Adds a follower to a deal in Pipedrive

Remove Follower from Deal

Removes a follower from a deal in Pipedrive

Create Lead

Creates a new lead in Pipedrive

Update Lead

Updates an existing lead in Pipedrive

Delete Lead

Deletes a lead in Pipedrive

Create Note

Creates a new note in Pipedrive

App details

Harvest

Harvest is a time tracking and invoicing software. Track time spent on projects, create and send invoices, and analyze team productivity to streamline your business operations.

Pipedrive

Pipedrive is a sales CRM and pipeline management software. Track deals, communicate with customers, and automate sales processes.

Related apps

Asana

Project Management

HubSpot

CRM Platform

Salesforce

Sales CRM

Get Started with DryMerge

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