Create new Harvest projects when person stages are updated in Follow Up Boss
Keep your projects organized and efficient with this workflow automation. Whenever a person's stage is updated in Follow Up Boss, a new project is created in Harvest. This ensures your project management reflects real-time changes, saving you the hassle of manual data entry and enhancing your productivity.
Keep your projects organized and efficient with this workflow automation. Whenever a person's stage is updated in Follow Up Boss, a new project is created in Harvest. This ensures your project management reflects real-time changes, saving you the hassle of manual data entry and enhancing your productivity.
- When this happens...Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
- automatically do this!Create Project
Creates a Project
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