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Harvest + Microsoft Dynamics 365 CRM

Harvest + Microsoft Dynamics 365 CRM

Harvest + Microsoft Dynamics 365 CRM integrations

Create Harvest projects from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and Harvest with this automation. Whenever a new lead is added to Microsoft Dynamics 365 CRM, a corresponding project will be created in Harvest, ensuring your team stays organized and is ready to work on new opportunities. Stay on top of your sales process and save valuable time with this seamless workflow.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Project
    Create Project
    Create ProjectCreates a Project
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More things you can do with Microsoft Dynamics 365 CRM and Harvest

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Harvest

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Harvest
Simple time tracking software and powerful reporting that helps your team thrive.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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