Harvest is a cloud-based time tracking tool designed for businesses of all sizes. The solution provides timesheet and invoicing features for small businesses and freelancers. Key features include time and expense management, team management, project management, scheduling and invoicing.
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.Salesforce Integrations
Harvest + SalesforceCreate Lead to Salesforce from New User Assignment in Harvest Read More...
Harvest + SalesforceCreate Custom Object to Salesforce from New User Assignment in Harvest Read More...
Harvest + SalesforceCreate Contact to Salesforce from New User Assignment in Harvest Read More...
Harvest + SalesforceUpdate Contact in Salesforce when New User Assignment is created in Harvest Read More...
Harvest + SalesforceUpdate Custom Object in Salesforce when New User Assignment is created in Harvest Read More...
It's easy to connect Harvest + Salesforce without coding knowledge. Start creating your own business flow.
Triggers when you add a new client.
Triggers when you add a new contact.
Triggers when you add a new invoice (with line item support).
Triggers when you add a new invoice.
Triggers when you add a new person.
Triggers when you add a new project.
Triggers when you add a new task.
Triggers when a new timesheet entry is created for today.
Triggers when a person is assigned to a project.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Creates a new timesheet entry for the current day.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Harvest is a project management top designed to help small businesses run their businesses more efficiently. Harvest allows you to create and track projects, manage tasks, track time, and invoice clients.
Salesforce is a cloud-based customer relationship management (CRM. platform. It works as a sales and marketing automation top for companies of all sizes. Salesforce integrates with many other software platforms, including Microsoft Outlook, Google Gmail, and Dropbox.
In this section, I will describe how Harvest and Salesforce can work together. I will cover the fplowing topics:
Integration between Harvest and Salesforce provides many benefits for users. Some of these benefits include:
The integration process between Harvest and Salesforce includes the fplowing steps:
To integrate your accounts with Harvest, you have to install the Harvest Chrome extension. Fplow these steps to connect your accounts with Harvest:
Step 1. Navigate to the settings tab in Google Chrome and select “Extensions” from the drop-down menu.
Step 2. Select “Developer Mode” from the drop-down menu. From the Developer mode drop-down menu, select “Load Unpacked Extension” (see Figure 1.
Figure 1 – Developer Mode Drop-Down Menu Option
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