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Set up your first integration
Quickly connect Harvest to Salesforce with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Harvest with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Invoice Paid" from Harvest.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Harvest and Salesforce, automating your workflow.
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Frequently Asked Questions about Harvest + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Harvest and Salesforce
How do I integrate Harvest with Salesforce?
To integrate Harvest with Salesforce, you can use our automation platform to set up triggers and actions between the two apps. Triggers like 'New Timesheet Entry' in Harvest can automate actions such as 'Create Record' in Salesforce. Once you've configured the necessary workflows and authentication, our system will handle the rest for you.
What triggers are available for integrating Harvest with Salesforce?
When integrating Harvest with Salesforce, triggers in Harvest include options like 'New Invoice', 'New Client', or 'Timesheet Entry Created'. These triggers help initiate specific actions within Salesforce, such as updating records or creating new leads automatically.
Can I automate sending timesheet entries from Harvest to Salesforce?
Yes, you can automate sending timesheet entries from Harvest to Salesforce. By setting up a trigger for 'Timesheet Entry Created' in Harvest, you can use our integration platform to automatically create or update records in Salesforce.
Are there specific actions I can perform in Salesforce when a new invoice is generated in Harvest?
Certainly! When a new invoice is created in Harvest, you can set up actions such as 'Create Opportunity' or 'Send Email Notification' within Salesforce. This helps streamline your workflow by ensuring all related tasks are conducted promptly within your CRM system.
Do I need coding skills to integrate Harvest with Salesforce?
No coding skills are required to integrate Harvest with Salesforce using our platform. We provide an intuitive interface where you simply select the triggers and corresponding actions. Our system manages all the underlying technical aspects.
Is it possible to update existing client information in Salesforce based on entries from Harvest?
Yes, it's possible to update existing client information in Salesforce based on data entries from Harvest. You can configure a trigger like ‘Client Updated’ in Harvest to perform actions such as updating contact details or account information in your CRM automatically.
How frequently do triggered automations run between Harvest and Salesforce?
The frequency of automated tasks between these platforms depends on your specific configuration settings. Generally, once activated, processes run continually whenever the defined triggers occur. If you're experiencing any latency issues, double-check your setup or consult our support team for assistance.
Connect Harvest and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Invoice Paid
Triggers when an invoice is fully paid.
Try ItTriggerPolling - New Client
Triggers when a new client is added.
Try ItTriggerPolling - New Expense
Triggers when a new expense is added.
Try ItTriggerPolling - New Project
Triggers when a project is created.
Try ItTriggerPolling
- Invoice Sent
Triggers when an invoice is sent or marked as sent.
Try ItTriggerPolling - New Contact
Triggers when new contact is added.
Try ItTriggerPolling - New Invoice
Triggers when an invoice is created.
Try ItTriggerPolling - New Task
Triggers when a new task is added.
Try ItTriggerPolling
