Harvest + Salesforce
Sync VIP Client Status from Salesforce to Harvest
Ensure that your VIP clients receive the attention they deserve by syncing their status from Salesforce to Harvest. This guarantees that all team members are aware of high-priority clients.
Client Marked as VIP
Triggers when a client is marked as VIP in Salesforce.
Update Client Status
Updates the client's status to VIP in Harvest.
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How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Sync vip client status from Salesforce to Harvest"
Sync vip client status from Salesforce to Harvest
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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