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Connect Harvest to Hubspot like Magic

How to Use Magical to Transfer Data from Harvest to Hubspot
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Transfer Data from Harvest to Hubspot: A Step-by-Step Guide

With Magical, you can transfer data from Harvest to Hubspot in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Harvest to Hubspot, helping you streamline your workflow and optimize your business processes.

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More Harvest integrations with Magical

What Harvest data can you transfer

Magical enables you to transfer a wide array of data from Harvest to Hubspot. Here are some examples of the information you can extract:

Project Name
Client Name
Hours Logged
Invoice Amount
And move more types of information by creating your own custom labels.

How to Transfer data from Harvest to Hubspot using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Harvest to Hubspot for more efficient business operations. Follow these steps:

  1. Sign in to your Harvest account and open the project containing the data you want to transfer, such as project details and hours spent.
  2. In Harvest, label the information you want to transfer with Magical, like Project Name, Client Name, or Task.
  3. Sign in to your Hubspot account and open the record where you want to add the Harvest data.
  4. Type "//" in an empty field and select the information you want to transfer from Harvest such as Project Name, Client Name, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Harvest and Hubspot

Efficient data management is crucial to maintaining smooth business operations. Harvest is a powerful time-tracking and project management platform and Hubspot is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your business processes. By leveraging Magical, you can easily move information from Harvest to Hubspot, allowing you to focus on managing your projects and improving customer relationships.

Other ways to connect Harvest and HubSpot

Using Zapier

Zapier provides a seamless connection between Harvest and Hubspot, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Harvest and HubSpot is by directly utilizing their APIs. By integrating both APIs, you empower your team with real-time project insights, fostering improved communication and a superior customer experience. To employ this method, refer to their respective API documentation.

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Common questions

WHAT IS MAGICAL

Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Harvest and transfer data directly to HubSpot. The extension is designed to simplify the process of data collection by automating the extraction of information from Harvest. Magical is free, easy to use, and it can save you a lot of time and effort.

HOW TO INSTALL MAGICAL

To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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