How can I filter for updates on high-value opportunities?

DryMerge allows you to set filters for opportunity values. Specify the minimum value for an opportunity and DryMerge will only update the corresponding projects in Harvest if the criteria are met.

Can I also use this with QuickBooks instead of Harvest?

Yes, you can use this with QuickBooks instead of Harvest. Just describe the necessary changes, and DryMerge will adjust the automation accordingly.

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

This automation is valuable for project managers and finance teams who need to ensure that project budgets and scopes in Harvest are always aligned with the latest sales opportunities from Salesforce.

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Harvest + Salesforce

Update Harvest Projects from Salesforce Opportunities

Stay on top of your project budgets by connecting Salesforce opportunities with your Harvest projects. When an opportunity is updated in Salesforce, the assigned project in Harvest is also updated, ensuring alignment between your sales and project execution teams.

Updated Opportunity

Triggers when an opportunity is updated in Salesforce.

Update Project

Updates the corresponding project with the opportunity details.

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

or pick a common variation below

Create Harvest Projects from Salesforce Campaigns

Harvest + Salesforce

Auto-Adjust Harvest Budgets from Salesforce Opportunity Updates

Harvest + Salesforce

Update Salesforce Projects from Harvest Timesheet Entries

Harvest + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update Harvest projects from Salesforce opportunities"

Update Harvest projects from Salesforce opportunities

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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