Really Simple Systems CRM + Infinity Integration
Integrate Infinity to Really Simple Systems CRM in one click, or tell Integrately AI how you want each item handled. Track projects, create opportunities, update accounts, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Opportunity is created in Really Simple Systems CRM- Contact is created in Really Simple Systems CRM
- Account is created in Really Simple Systems CRM
- Task is created in Really Simple Systems CRM
- Activity is created in Really Simple Systems CRM
Item is created in Infinity Instant- Item is updated in Infinity Instant
- Folder is created in Infinity
- Comment is created in Infinity Instant
- Comment is updated in Infinity Instant
- Board is created in Infinity
- Member is created in Infinity
2.
- Create Opportunity in Really Simple Systems CRM
- Create task in Really Simple Systems CRM
- Create contact in Really Simple Systems CRM
- Search contact by email in Really Simple Systems CRM
- Update dropdown list in Really Simple Systems CRM
- Create account in Really Simple Systems CRM
- Search account in Really Simple Systems CRM
- Create activity in Really Simple Systems CRM
- Create item in Infinity
- Update item in Infinity
- Search item in Infinity
- Create folder in Infinity
- Search folder in Infinity
- Search member in Infinity
- Search board in Infinity
- Create comment in Infinity
- Get item by ID in Infinity
Trusted by experts at...
Ready Workflows for Really Simple Systems CRM + Infinity Integration
Create opportunities, update accounts, log activities, and track projects, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Infinity + Really Simple Systems CRM flow
Sync project updates with communication tools, email campaigns, and payment platforms. Pick a combination and activate it in one click.
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Gmail (4)
Gmail (4) +
Mailchimp (3)
Mailchimp (3) +
Slack (3)
Slack (3) +
Google Drive (3)
Google Drive (3) +
Calendly (3)
Calendly (3) +
Stripe (3)
Stripe (3) I
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Create a Really Simple Systems CRM contact from every new Infinity item, and send a welcome email in Gmail.
New Infinity items instantly generate contacts in Really Simple Systems CRM while Gmail dispatches a welcome email.
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When an Infinity item is updated, update the matching Really Simple Systems CRM contact and email the account manager in Gmail.
Updated project details in Infinity automatically refresh Really Simple Systems CRM and notify your team via Gmail.
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When a new Really Simple Systems CRM opportunity is created, create an item in Infinity and email the project lead in Gmail.
New CRM sales opportunities automatically create tracking items in Infinity and notify managers via Gmail.
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Use Claude to summarise new Really Simple Systems CRM contacts, create an Infinity item, and send the brief in Gmail.
Claude summarises incoming CRM contacts before Infinity creates an item and Gmail sends out the brief.
Supported triggers and actions for Really Simple Systems CRM and Infinity
Mix and match to build the exact automation you need
Really Simple Systems CRM Triggers & Actions
Opportunity is created in Really Simple Systems CRM
Triggers the automation when any opportunity is updated
Try it → Contact is created in Really Simple Systems CRM
Triggers the automation when a new contact is created
Try it → Account is created in Really Simple Systems CRM
Triggers the automation when a new account is created
Try it → Task is created in Really Simple Systems CRM
Triggers the automation when a new task is created
Try it → Activity is created in Really Simple Systems CRM
Triggers the automation when a new activity is created
Try it → Infinity Triggers & Actions
Instant
Comment is created in Infinity
Triggers the automation when a new comment is created
Try it → What can you automate with Infinity + Really Simple Systems CRM?
Streamline your sales pipeline and project tracking with automated workflows that eliminate manual data entry.
🔄
Sync project items to CRM opportunities
Automatically create a Really Simple Systems CRM opportunity whenever a new item is created in Infinity. Keep your sales pipeline updated without switching platforms.
📋
Capture every submitted field and detail
Map all custom fields from Infinity items directly into Really Simple Systems CRM contacts and opportunities. Ensure no project notes or customer details get lost.
🔔
Alert your team instantly on updates
Notify team members in real time whenever an item is updated in Infinity or a new opportunity is logged in Really Simple Systems CRM.
🔀
Route records based on submitted criteria
Conditional workflows ensure high-value opportunities trigger priority project boards in Infinity while standard inquiries route to general lists.
🔄
Keep destination records fully updated
Automatically refresh Really Simple Systems CRM contacts and accounts whenever project parameters change in Infinity.
🔍
Prevent duplicates with smart search
Search existing Really Simple Systems CRM accounts and contacts before creating new records, ensuring your database remains clean and organized.
📊
Handle later status changes and closures
Update project boards in Infinity when Really Simple Systems CRM opportunities are won or lost, maintaining accurate lifecycle stages.
💬
Extend your workflow with messaging apps
Connect your Infinity and Really Simple Systems CRM flow with Slack or Gmail to send instant notifications and follow-up emails.
And much more...
Who is Infinity + Really Simple Systems CRM integration for?
Operations managers, sales leaders, and project coordinators eliminate manual data entry and keep pipeline records permanently synchronised across both platforms.
Sales Operations Managers
Project Coordinators
Account Executives
Customer Success Leads
Business Development Reps
Data Analysts
📈
Sales Operations Managers
You rely on revenue reports to guide strategic decisions, but your pipeline data only updates when someone manually exports records, so your conversion counts are always hours behind — with this integration, every new opportunity lands in your CRM instantly and your metrics stay current.
⚡
Project Coordinators
You need to initiate project workspaces the moment a sale closes, but handoffs get delayed in email threads, leaving your implementation team waiting — connecting these apps means every new deal automatically provisions project items in Infinity without manual intervention.
🤝
Account Executives
You answer to clients who want to review project milestones while you track deals in your CRM, forcing you to copy updates back and forth between tabs — this integration means your project boards and CRM records stay perfectly aligned without double entry.
🔄
Customer Success Leads
The volume of incoming client requests is too high for your team to keep up by hand, resulting in missed follow-ups and unlogged account activities — automating both apps means every new contact and task syncs instantly across your operational stack.
🎯
Business Development Reps
You own the initial outreach and depend on project teams to hand over deliverables, but communication gaps cause stalled timelines and dropped leads — with this integration, every item created in Infinity immediately triggers the right CRM follow-up.
🗂️
Data Analysts
You need a reliable audit history for pipeline reporting, but manual data entry keeps introducing gaps and mismatched records between your tools — automating both platforms ensures every item and opportunity is logged cleanly from day one.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Really Simple Systems CRM + Infinity
Build and manage your Really Simple Systems CRM + Infinity automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Really Simple Systems CRM + Infinity with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Really Simple Systems CRM + Infinity Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Infinity to Really Simple Systems CRM?
Connecting Infinity to Really Simple Systems CRM takes just one click using ready templates or Integrately AI. You can link your project boards and CRM accounts alongside Gmail, Slack, and 1,500+ other apps.
Can I automatically create Really Simple Systems CRM opportunities from new Infinity items?
Can I connect Infinity, Really Simple Systems CRM, and Slack?
What is a good Zapier alternative for Infinity and Really Simple Systems CRM?
How does Infinity handle item updates in this integration?
Can Really Simple Systems CRM triggers update Infinity records?
Do I need coding skills to automate Infinity and Really Simple Systems CRM?
Is the Infinity and Really Simple Systems CRM integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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