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Harvest + Salesforce

Harvest + Salesforce

Harvest + Salesforce integrations

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.

  1. When this happens...
    Updated Field on Record
    Updated Field on Record
    Updated Field on RecordTriggers 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.).
  2. automatically do this!
    Create Project
    Create Project
    Create ProjectCreates a Project
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More things you can do with Salesforce and Harvest

Discover other triggers and actions you can use with Salesforce and Harvest

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    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

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    • Salesforce Object
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About Harvest
Simple time tracking software and powerful reporting that helps your team thrive.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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