Harpoon and Salesflare
How to connect Harpoon
- Via Zapier — 14 operations available. Set it up ↗
What you can automate
- When new Client in Harpoon, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Contact in Harpoon, find or create contact in Salesflare.
- When new Payment in Harpoon, create opportunity, then find or create contact in Salesflare.
- When new Task Category in Harpoon, create task in Salesflare.
About Harpoon
Harpoon is a financial planning, scheduling, time-tracking, invoicing, and budgeting platform for professional freelancers, studios, and agencies.
Harpoon operations on Zapier
Triggers (8)
Start a workflow when this happens
- New Client — Triggers when there is a new client.
- New Contact — Triggers when there is a new contact.
- New Expense — Triggers when there is a new expense.
- New Expense Category — Triggers when there is a new expense category.
- New Payment — Triggers when there is a new payment.
Show 3 more triggers
- New Project — Triggers when there is a new project.
- New Task Category — Triggers when there is a new task category.
- New Time Entry — Triggers when there is a new time entry.
Actions (6)
Things Salesflare can make it do
- Create Client — Creates a new client.
- Create Contact — Creates a new contact.
- Create Expense — Creates a new expense.
- Create Expense Category — Creates a new expense category.
- Create Project — Creates a new project.
Show 1 more actions
- Create Time Entry — Creates a new time entry.
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