Salesforce + Harvest Integrations
Relay.app provides seamless integration between popular SaaS applications, allowing you to automate and streamline your workflows. One powerful integration is between Salesforce and Harvest, enabling you to effortlessly connect the two apps.
arrow_forwardCreate a new client on Harvest for a newly added record in Salesforce
Excited to streamline your client management between Salesforce and Harvest? Enter Relay.app, your integration solution for effortless workflows.
With Relay.app bridging Salesforce and Harvest, each newly added record in Salesforce can automatically trigger the creation of a new client in Harvest.
In this guide, we'll explore configuring Relay.app to simplify your workflow by automatically creating new clients in Harvest for each newly added record in Salesforce, ensuring efficient client management without manual intervention.
arrow_forwardCreate a new record in Salesforce for a newly created user on Harvest
Ready to synchronize your user data seamlessly between Harvest and Salesforce? Meet Relay.app, your integration solution for effortless workflows.
With Relay.app bridging Harvest and Salesforce, every newly created user in Harvest can automatically trigger the creation of a new record in Salesforce.
In this guide, we'll explore configuring Relay.app to simplify your workflow by automatically creating new records in Salesforce for each newly created user in Harvest, ensuring efficient data management without manual intervention.
arrow_forwardAutomatically get or create client in Harvest for each opportunity stage reached in Salesforce
arrow_forwardCreate record automatically in Salesforce for each project created in Harvest
arrow_forwardGet or create project automatically in Harvest for each opportunity stage changed in Salesforce
Create your own Salesforce + Harvest integration
Connect Salesforce to Harvest
Select a trigger in Salesforce
Select an action in Harvest
Or, connect Harvest to Salesforce
Select a trigger in Harvest
Select an action in Salesforce
Ready to start connecting Salesforce and Harvest?
Sign up now and get started with your first playbook today