How can I only update notes for certain clients?

DryMerge allows you to filter time entries by client. Specify the clients you want to include, and only those entries will update notes in Pipedrive.

Can I use this with Evernote instead of Pipedrive?

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

Who finds this automation useful and for what purpose?

This automation is useful for account managers who need to keep detailed records of time spent on client interactions to ensure accurate reporting and follow-ups.

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Harvest + Pipedrive

Create Pipedrive Notes for Updated Harvest Time Entries

Improve client communications by creating notes in Pipedrive whenever a time entry is updated in Harvest. This is particularly useful for account managers who want to keep detailed records of client interactions and time spent.

Time Entry Updated

Triggers when a time entry is updated in Harvest.

Create Note

Creates a note in Pipedrive for the updated time entry.

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

or pick a common variation below

Create Pipedrive Deals for New Harvest Time Entries

Harvest + Pipedrive

Create Pipedrive Deals for New Harvest Timers

Harvest + Pipedrive

Create Pipedrive Notes from Harvest Project Updates

Harvest + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Pipedrive notes for updated Harvest time entries"

Create Pipedrive notes for updated Harvest time entries

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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