Connect Harvest and Microsoft Office 365 to unlock the power of automation

You can integrate Harvest with Microsoft Office 365 using automated workflows. This integration can be accomplished by setting up triggers and actions. For example, you might configure a trigger in Office 365 when a new contact is added, and then an action in Harvest to create a corresponding record.

Common triggers for integrating Harvest with Office 365 include events like receiving a new email in Outlook, adding a new contact, or creating an appointment in your Office calendar. Once these triggers occur, you can set specific actions within Harvest to respond accordingly.

Yes, our integration allows you to automatically log appointments from your Office 365 calendar into your Harvest timesheet. You just need to set the appropriate trigger for new appointments and direct them as actions to your timesheets on Harvest.

Certainly, by using triggers such as receiving new emails or flagging important messages in Outlook, tasks can be automatically created in Harvest. This helps streamline task management when dealing with numerous communications.

Syncing contacts involves setting a trigger like adding a new contact in Office 365 which then leads to an action where the contact is added or updated within Harvest. This keeps contact information consistent across both platforms.

If integrations aren't functioning correctly, ensure that all triggers and actions are configured properly. Double-check connection permissions between Microsoft Office 365 and our service. Often misconfigured steps need revisiting; if problems persist please consult our support team.

Indeed, connecting Microsoft Office 365 with our service requires granting certain permissions such as access to your email and calendar data. Make sure these permissions are properly set during the initial setup phase to ensure seamless operation of triggers and actions across both services.