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.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!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
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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Related categories
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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Related Zap Templates
- Create Harvest contacts from new Microsoft Dynamics 365 CRM leads
- Create tasks in Harvest for new leads from Microsoft Dynamics 365 CRM
- Update Harvest tasks when contacts are modified in Microsoft Dynamics 365 CRM
- Create Harvest clients from new Microsoft Dynamics 365 CRM leads
- Create Harvest projects from new Microsoft Dynamics 365 CRM leads






