Capsule CRM + Harvest
Create Harvest tasks for new or updated Capsule CRM contacts
Effortlessly stay organized and manage your tasks with this Capsule CRM to Harvest workflow. Whenever a new or updated contact is added in Capsule CRM, a task will be created in Harvest, making it simple to track your progress and prioritize your work. Save time and streamline your processes with this seamless integration.
Effortlessly stay organized and manage your tasks with this Capsule CRM to Harvest workflow. Whenever a new or updated contact is added in Capsule CRM, a task will be created in Harvest, making it simple to track your progress and prioritize your work. Save time and streamline your processes with this seamless integration.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Task
Creates a Task and optionally assigns it to a project
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