Create new Harvest Task from Salesforce Opportunity - Skyvia

This integration selects new Salesforce opportunities and imports them to Harvest as tasks.

Note: It does not import pre-existing Salesforce opportunities.

How to Set Up

Select or create connections: choose a Salesforce connection as the Source and a Harvest connection as the Target.
Specify the schedule for the integration to run automatically.

Tips

To import only specific Salesforce opportunities as Harvest tasks, configure filters in the task editor.