Create tasks in Harvest for every new deal matching filter in Pipedrive
Streamline your workflow between Pipedrive and Harvest effortlessly. With this integration, whenever a deal matching filter occurs within Pipedrive, a new task is instantly created in Harvest. This seamless process not only saves time but also ensures that no important tasks fall through the cracks. Increase productivity and manage your business operations efficiently with this easy-to-use solution.
Streamline your workflow between Pipedrive and Harvest effortlessly. With this integration, whenever a deal matching filter occurs within Pipedrive, a new task is instantly created in Harvest. This seamless process not only saves time but also ensures that no important tasks fall through the cracks. Increase productivity and manage your business operations efficiently with this easy-to-use solution.
- When this happens...Deal Matching Filter
Triggers when a deal matches a Pipedrive filter.
- automatically do this!Create Task
Creates a Task and optionally assigns it to a project
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