Create new Harvest Client from Salesforce Account - Skyvia

This integration selects new Salesforce accounts and imports them to Harvest as clients.

Note: It does not import pre-existing Salesforce accounts to Harvest clients.

How to Set Up

Select or create connections: Salesforce connection for Source and Harvest connection for Target.
Specify the schedule on which the integration will run automatically.

Tips

To create Harvest clients from specific new Salesforce accounts, configure filters in the task editor.