Harvest and Salesforce automations

Ready-made scenarios where Harvest and Salesforce work for you: pick one — a copy appears in your account and runs on its own.

48 scenarios

Salesforce submissions become tasks in Harvest
New issues in Salesforce — tasks in Harvest
New Salesforce contacts show up in Harvest
New project in Salesforce appears in Harvest
New lead in Salesforce becomes a task in Harvest
Salesforce people feed your Harvest audiences
Push Salesforce leads into Harvest audiences
Deal moves a stage in Salesforce — a task appears in Harvest
Salesforce leads — contacts in Harvest
Documents from storage sent to accounting
CRM contacts pushed into ad audiences
New Salesforce projects become tasks in Harvest
New CRM deal, task in your task manager
Work tasks copy into your personal Harvest
Salesforce customers land in your address book
New Harvest contacts — into Salesforce audiences
Contacts from Harvest into Salesforce audiences
Tasks from one task manager, mirrored in the other
Address-book contacts become leads in your Salesforce
Copy tasks from one Salesforce to another
Harvest entries — into Salesforce
Tasks from one Salesforce mirrored in the other
Tasks from one Salesforce appear in the other
Tasks sync into your other Salesforce
Move tasks from one Salesforce to the one you actually use
Personal tasks flow into the team Salesforce
Tasks from one Salesforce — copied into the other Salesforce
Copy Harvest entries into Salesforce
Contacts synced into accounting
Customer tickets into team tasks
Route each new order into your CRM, invoices, and mailing list
All work accounts for a new hire from one form
A landing-page lead — into CRM, a task and chat at once
A task and an alert on every deal move in your CRM
New subscribers scored and enriched — straight into your CRM
An invoice to the client — from one status change
Fast-track VIP support tickets — instant task and alert
Stuck tickets, followed up automatically
Urgent tickets become tasks and an instant team alert
A lead replies — the CRM card updates and a task lands on a rep
Contract renewal reminders: an email to the client, a task for the rep
Capture and route leads from every channel
Ticket triage and escalation with response-time control
Daily backup of your time tracking to a repository
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Tasks from your meeting recording, straight into the tracker
Action-emails — straight onto your to-do list
Feedback triage and customer replies — automatically