Harvest + Salesforce
Create new Harvest projects from new Salesforce records
When a new record appears in Salesforce, this workflow instantly establishes a corresponding project in Harvest. This efficient automation seamlessly bridges the gap between your sales and project management operations, putting an end to the time-consuming process of manual data entry. By maintaining consistency across platforms, you stay organized and well-prepared for all your upcoming projects.
When a new record appears in Salesforce, this workflow instantly establishes a corresponding project in Harvest. This efficient automation seamlessly bridges the gap between your sales and project management operations, putting an end to the time-consuming process of manual data entry. By maintaining consistency across platforms, you stay organized and well-prepared for all your upcoming projects.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Project
Creates a Project
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