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.
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 Contact
Triggers when a new contact is created.
- automatically do this!Create Project
Creates a Project
- Free forever for core features
- 14 day trial for premium features & apps