Create new projects in Harvest for every new or updated project in Capsule CRM
Maintain an efficient workflow between your customer relationship and project management by connecting Capsule CRM and Harvest. Upon every new or updated project in Capsule CRM, a corresponding project is swiftly created in Harvest. This automation ensures seamless project tracking and hassle-free management, eliminating manual data transfer and saving valuable time.
Maintain an efficient workflow between your customer relationship and project management by connecting Capsule CRM and Harvest. Upon every new or updated project in Capsule CRM, a corresponding project is swiftly created in Harvest. This automation ensures seamless project tracking and hassle-free management, eliminating manual data transfer and saving valuable time.
- When this happens...New or Updated Project
Triggers when a given action is performed on a Project.
- automatically do this!Create Project
Creates a Project
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