Harvest + Salesforce
Update Salesforce records to create projects in Harvest
Streamline your project creation process with this workflow. When an update occurs in a Salesforce record, a new project is instantly set up in the Harvest app. This allows for immediate coordination and managing of projects, saving you time and minimizing manual data entry. Enhance your efficiency and keep your projects promptly aligned with your Salesforce records.
Streamline your project creation process with this workflow. When an update occurs in a Salesforce record, a new project is instantly set up in the Harvest app. This allows for immediate coordination and managing of projects, saving you time and minimizing manual data entry. Enhance your efficiency and keep your projects promptly aligned with your Salesforce records.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Create Project
Creates a Project
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