How can I filter for opportunities above a certain value?

DryMerge allows you to set filters based on opportunity values. Define the minimum value, and only those opportunities will trigger budget adjustments.

Can I set different budget rules for different types of opportunities?

Yes, you can set custom budget rules for various opportunity types. Provide the criteria, and DryMerge will adjust budgets based on those rules.

Which people use this automation? What do they use it for?

This automation is ideal for finance teams and project managers who need to ensure project budgets are in line with sales opportunity updates.

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Harvest + Salesforce

Auto-Adjust Harvest Budgets from Salesforce Opportunity Updates

Keep project budgets accurate by automatically adjusting them in Harvest when opportunities are updated in Salesforce. This ensures alignment between sales projections and project finances.

Opportunity Updated

Triggers when a Salesforce opportunity is updated.

Adjust Budget

Automatically adjusts the project budget in Harvest.

See more Harvest to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Update Harvest Projects from Salesforce Opportunities

Harvest + Salesforce

Sync New Salesforce Contacts to Harvest

Harvest + Salesforce

Create Harvest Projects from Salesforce Campaigns

Harvest + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Auto-Adjust Harvest budgets from Salesforce opportunity updates"

Auto-Adjust Harvest budgets from Salesforce opportunity updates

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Harvest + Salesforce.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Case

Creates a new case in Salesforce

Delete Case

Deletes a case in Salesforce

Update Case

Updates an existing case in Salesforce

Read Case

Reads details of a case in Salesforce

App details

Harvest

Harvest is a time tracking and invoicing software. Track time spent on projects, create and send invoices, and analyze team productivity to streamline your business operations.

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

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Get Started with DryMerge

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