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Harvest + Microsoft Dynamics 365 CRM

Harvest + Microsoft Dynamics 365 CRM

Harvest + Microsoft Dynamics 365 CRM integrations

Create Harvest projects for new Microsoft Dynamics 365 CRM contacts

Easily manage your client projects by connecting Microsoft Dynamics 365 CRM and Harvest with this efficient workflow. Whenever you add a new contact in Microsoft Dynamics 365 CRM, a project will be created in Harvest, allowing you to seamlessly keep track of your tasks and clients. Stay organized and save time by automating this process, so you can focus on what matters most - growing your business.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact 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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