Create new client and contact in Harvest from Proposify proposal acceptance

Create new clients and their contact information in Harvest when a proposal is won in Proposify. This ensures faster onboarding and accurate record-keeping, enhancing your client management process.

Create new client and contact in Harvest from Proposify proposal acceptance

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Overview

Create new clients and their contact information in Harvest when a proposal is won in Proposify. This ensures faster onboarding and accurate record-keeping, enhancing your client management process.

Create new client and contact in Harvest from Proposify proposal acceptance