Really Simple Systems CRM + Harvest Integration

Integrate Harvest to Really Simple Systems CRM in one click, or tell Integrately AI how you want each contact handled. Track billable hours, enrich CRM records, update accounts, and alert your team automatically.

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1.
  • Really Simple Systems CRM
    Opportunity is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Contact is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Account is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Task is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Activity is created in Really Simple Systems CRM
  • Harvest
    Expense is added in Harvest
  • Harvest
    Invoice is paid in Harvest
  • Harvest
    Timesheet entry is created in Harvest
  • Harvest
    Task is added in Harvest
  • Harvest
    Project is added in Harvest
  • Harvest
    Person is assigned to project in Harvest
  • Harvest
    Invoice (with line items) is added in Harvest
  • Harvest
    Invoice is added in Harvest
  • Harvest
    Client is added in Harvest
  • Harvest
    Contact is added in Harvest
  • Harvest
    Person is added in Harvest
Arrow Right
2.
  • Really Simple Systems CRM
    Create Opportunity in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create task in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create contact in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search contact by email in Really Simple Systems CRM
  • Really Simple Systems CRM
    Update dropdown list in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create activity in Really Simple Systems CRM
  • Harvest
    Find task by ID in Harvest
  • Harvest
    Find project by ID in Harvest
  • Harvest
    Find client by ID in Harvest
  • Harvest
    Create time entry with start and end time in Harvest
  • Harvest
    Create project in Harvest
  • Harvest
    Create timesheet entry in Harvest
  • Harvest
    Create task in Harvest
  • Harvest
    Create client in Harvest
  • Harvest
    Create and start timer in Harvest
  • Harvest
    Create contact in Harvest

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Ready Workflows Ready Workflows for Harvest + Really Simple Systems CRM Integration

Capture time entries, sync contacts, create projects, keep accounts updated, and alert your team, all in just one click.

Most popular automationmost-popular-automations
Harvest + Really Simple Systems CRM Integration

Create Really Simple Systems CRM task for new Harvest task

Have you ever wished that you could sync your Harvest task with your Really Simple Systems CRM task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in Harvest, a matching task will be created in Really Simple Systems CRM. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your Harvest and Really Simple Systems CRM accounts.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Harvest + Really Simple Systems CRM flow

Sync your core time tracking and CRM data with calendar events, spreadsheets, emails, notifications, payments, and accounting tools. Pick a combination and activate it in one click.

Really Simple Systems CRM
Harvest
+
Google CalendarGoogle Calendar (4)
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Google SheetsGoogle Sheets (4)
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GmailGmail (4)
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SlackSlack (4)
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StripeStripe (4)
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XeroXero (4)
H
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When a contact is added in Harvest, create a Really Simple Systems CRM contact, and schedule an onboarding meeting in Google Calendar.
New Harvest contacts create a Really Simple Systems CRM contact and schedule an onboarding meeting in Google Calendar instantly, removing manual calendar scheduling.
H
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When an invoice is paid in Harvest, create a Really Simple Systems CRM activity, and schedule a review meeting in Google Calendar.
Paid invoices in Harvest log an activity in Really Simple Systems CRM and set up a review meeting in Google Calendar without manual logging.
H
R
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When a project is added in Harvest, create a Really Simple Systems CRM opportunity, and add a scheduling placeholder in Google Calendar.
Harvest projects instantly generate a Really Simple Systems CRM opportunity and reserve calendar time in Google Calendar.
R
G
H
When a Really Simple Systems CRM opportunity is created from Harvest data, schedule a scoping session in Google Calendar.
New opportunities triggered by Harvest data automatically schedule scoping sessions in Google Calendar.

Supported triggers and actions for Really Simple Systems CRM and Harvest

Mix and match to build the exact automation you need

Really Simple Systems CRM
Really Simple Systems CRM Triggers & Actions
Opportunity is created in Really Simple Systems CRM
Triggers the automation when any opportunity is updated
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Contact is created in Really Simple Systems CRM
Triggers the automation when a new contact is created
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Account is created in Really Simple Systems CRM
Triggers the automation when a new account is created
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Task is created in Really Simple Systems CRM
Triggers the automation when a new task is created
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Activity is created in Really Simple Systems CRM
Triggers the automation when a new activity is created
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Create Opportunity in Really Simple Systems CRM
Creates a new instance of the support system
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Create task in Really Simple Systems CRM
Creates a new task
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Create contact in Really Simple Systems CRM
Adds a new contact to the database
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Search contact by email in Really Simple Systems CRM
Finds and retrieves contact information using their email address
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Update dropdown list in Really Simple Systems CRM
Updates a dropdown list
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Create account in Really Simple Systems CRM
Generates a new account
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Search account in Really Simple Systems CRM
Searches for account information
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Create activity in Really Simple Systems CRM
Generates a new activity or task
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Harvest
Harvest Triggers & Actions
Expense is added in Harvest
Triggers the automation when a new expense is added
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Invoice is paid in Harvest
Triggers the automation when an invoice is marked as paid
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Timesheet entry is created in Harvest
Triggers the automation when there is a new timesheet entry
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Task is added in Harvest
Triggers the automation when a new task is added
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Project is added in Harvest
Triggers the automation when a new project is added
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Person is assigned to project in Harvest
Triggers the automation when a person is assigned to a project
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Invoice (with line items) is added in Harvest
Triggers the automation when a new invoice (with line items) is added
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Invoice is added in Harvest
Triggers the automation when a new invoice is added
Try it →
Client is added in Harvest
Triggers the automation when a new client is added
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Contact is added in Harvest
Triggers the automation when a new contact is added
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Person is added in Harvest
Triggers the automation when a new person is added
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Find task by ID in Harvest
Locates and retrieves a task by its unique identification number
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Find project by ID in Harvest
Retrieves a project by its unique identification number
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Find client by ID in Harvest
Locates a client based on their unique identification number
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Create time entry with start and end time in Harvest
Creates a new time entry with specified start and end times
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Create project in Harvest
Creates a new project
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Create timesheet entry in Harvest
Creates a new timesheet entry
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Create task in Harvest
Creates a new task
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Create client in Harvest
Generates a new client profile
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Create and start timer in Harvest
Creates and starts a timer for tracking time
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Create contact in Harvest
Adds a new contact to the database
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What can you automate with Harvest + Really Simple Systems CRM?

Streamline time tracking, CRM updates, and client management with automated workflows.

What you can automate?
🔄
Sync Harvest data directly into Really Simple Systems CRM
Automatically transfer contacts, projects, and invoices from Harvest straight into Really Simple Systems CRM the moment they are created, ensuring your sales and billing records match perfectly.
📝
Capture every submitted field and invoice line item
Map all available details from Harvest invoices and timesheets directly into your CRM fields instead of just basic names, keeping your customer histories comprehensive and accurate.
🔔
Notify your team as soon as projects or invoices update
Send instant alerts to your team channels whenever a new project starts or an invoice is paid, ensuring everyone stays coordinated on key client milestones.
🔀
Route records based on project budget or client tier
Apply conditional rules to direct high-value Harvest projects to senior account managers in your CRM while standard projects flow into automated pipelines.
📊
Keep your CRM destination up to date as things change
Automatically update existing Really Simple Systems CRM records whenever project details or client contacts are modified in Harvest.
🔍
Add or update records instead of creating duplicates
Search existing CRM accounts by email before creating new entries, preventing duplicate contacts and maintaining a clean database.
💳
Handle paid invoices and completed tasks automatically
Trigger downstream CRM updates and team alerts the moment an invoice is marked as paid or a project task is completed in Harvest.
💬
Extend your workflow with supporting apps like Slack
Push updates from Harvest and Really Simple Systems CRM straight into Slack to keep communication channels informed of every billing event.
And much more...

Who is Harvest + Really Simple Systems CRM integration for?

Finance managers, sales leads, and project directors automate billing data and CRM records to eliminate manual entry and keep metrics accurate.

Finance managers
Finance managers
Sales leads
Sales leads
Account executives
Account executives
Operations directors
Operations directors
Project managers
Project managers
Business analysts
Business analysts
📈
Finance managers
You track billable hours and revenue in Harvest, but your reporting sheets only update when someone manually exports data, so the financial summaries you review are always a few hours behind — with this integration, every time entry and invoice lands in your CRM instantly and your metrics stay current.
🚀
Sales leads
You need to act fast when a client signs, and you find out too late because project notifications stay trapped in Harvest, so potential upsells slip past while you wait for manual handoffs — with this integration, every new client and project triggers immediate CRM alerts so your team can respond instantly.
📋
Account executives
You answer to a client who wants to see weekly project progress, but status updates require jumping between multiple systems to piece together hours and invoices, so client check-ins are slower than they should be — with this integration, project updates sync straight to your CRM and give you a complete view.
⚙️
Operations directors
The volume of billable hours and new projects is too high for anyone to keep up by hand, leading to missed client records and unbilled tasks piling up across tools, so your back-office work stalls out — with this integration, every project and contact creates records automatically without manual data entry.
🤝
Project managers
You own the delivery phase and depend on someone upstream to hand over client details from sales, but communication gaps mean you miss key requirements logged in initial CRM notes, so projects start off misaligned — with this integration, client data flows directly from your CRM into your project tools.
🗂️
Business analysts
You need a reliable historical record for forecasting, but you keep finding gaps between timesheet logs and CRM sales records because nobody has time to cross-reference entries daily, so your reports have blind spots — with this integration, every transaction and task is logged reliably in both systems.
Our team

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Why choose Integrately to automate Really Simple Systems CRM + Harvest

Build and manage your Really Simple Systems CRM + Harvest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Really Simple Systems CRM + Harvest with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Harvest to Really Simple Systems CRM?
Frequently Asked Questions
You can connect Harvest to Really Simple Systems CRM in 1 click using ready templates or Integrately AI. Bring in apps like Google Calendar, Google Sheets, Gmail, and Slack to build multi-step workflows.
Can I sync Harvest invoices with Really Simple Systems CRM automatically?
Frequently Asked Questions
Can I connect Harvest, Really Simple Systems CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Harvest and Really Simple Systems CRM?
Frequently Asked Questions
How do Harvest timesheet entries trigger CRM updates?
Frequently Asked Questions
Can Really Simple Systems CRM contacts create Harvest projects automatically?
Frequently Asked Questions
How can I automate Harvest and Really Simple Systems CRM without coding?
Frequently Asked Questions
Is the Harvest and Really Simple Systems CRM integration free?
Frequently Asked Questions
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You Can Also Connect Harvest or Really Simple Systems CRM With 1500+ Other Apps

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Really Simple Systems CRM
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