Create new Salesforce Account from Harvest Project

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

Note: It does not import pre-existing Harvest projects.

How to Set Up

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

Tips

• To import only specific Harvest projects as Salesforce accounts, configure filters in the task editor.