New projects in Harvest — Activities in Salesmate

The scenario catches new projects in Harvest and creates activities in Salesmate. Runs on its own, no manual copying.

  • Every project from Harvest becomes an activity in Salesmate.
  • Every team sees what's running for the client.
  • The client isn't bothered due to teams being out of sync.
Add it to your accountScriptera

How it works

To create Salesmate records from Harvest without manual input, use a ready-made scenario.

  1. Starts when: Schedule
  2. Then: Todoist
  3. Then: Pipedrive

You can launch this Harvest + Salesmate integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

Similar scenarios