FluentCRM + Harvest Integration
Integrate FluentCRM to Harvest in one click, or tell Integrately AI how you want each contact handled. Create projects, track billable hours, generate invoices, update your CRM records, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in FluentCRM- Contact is updated in FluentCRM
Expense is added in Harvest- Invoice is paid in Harvest
- Timesheet entry is created in Harvest
- Task is added in Harvest
- Project is added in Harvest
- Person is assigned to project in Harvest
- Invoice (with line items) is added in Harvest
- Invoice is added in Harvest
- Client is added in Harvest
- Contact is added in Harvest
- Person is added in Harvest
2.
- Search contact in FluentCRM
- Update contact in FluentCRM
- Create contact in FluentCRM
- Add note to contact in FluentCRM
- Find task by ID in Harvest
- Find project by ID in Harvest
- Find client by ID in Harvest
- Create time entry with start and end time in Harvest
- Create project in Harvest
- Create timesheet entry in Harvest
- Create task in Harvest
- Create client in Harvest
- Create and start timer in Harvest
- Create contact in Harvest
Trusted by experts at...
Ready Workflows for FluentCRM + Harvest Integration
Create projects, track billable hours, log expenses, update client records, and send invoices, 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 FluentCRM + Harvest flow
Sync financial records with your wider tech stack, notify team members, and manage project deliverables seamlessly. Pick a combination and activate it in one click.
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WordPress (4)
WordPress (4) +
Google Calendar (4)
Google Calendar (4) +
Slack (4)
Slack (4) +
Stripe (4)
Stripe (4) +
Asana (4)
Asana (4) +
Google Drive (4)
Google Drive (4) F
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Create a Harvest project when a new contact is created in FluentCRM, and publish a WordPress user account.
New FluentCRM contacts trigger a Harvest project and create a corresponding WordPress user automatically, eliminating manual setup across platforms.
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When an invoice is paid in Harvest, update the contact in FluentCRM and publish a notice on WordPress.
Paid Harvest invoices update your FluentCRM contact records and publish confirmation notices on your WordPress site instantly.
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Add a note to your FluentCRM contact when a timesheet entry is created in Harvest, and update WordPress.
Harvest timesheet entries automatically log notes in FluentCRM and update your WordPress site records.
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Use Claude to summarize new FluentCRM contacts, create a Harvest project, and publish a WordPress post.
Claude analyzes new FluentCRM contacts to structure project details, creates a Harvest project, and publishes a WordPress summary.
Supported triggers and actions for FluentCRM and Harvest
Mix and match to build the exact automation you need
FluentCRM Triggers & Actions
Harvest Triggers & Actions
Timesheet entry is created in Harvest
Triggers the automation when there is a new timesheet entry
Try it → Person is assigned to project in Harvest
Triggers the automation when a person is assigned to a project
Try it → Invoice (with line items) is added in Harvest
Triggers the automation when a new invoice (with line items) is added
Try it → What can you automate with FluentCRM + Harvest?
Streamline customer management and time tracking by connecting your CRM and invoicing tools into a single unified workflow.
🚀
Create Harvest projects from new CRM contacts
Automatically initialize a new project in Harvest the exact moment a contact is created in FluentCRM. Eliminate manual data entry and start tracking time without delay.
📝
Capture every submitted contact detail
Map all available contact fields from FluentCRM directly into Harvest client records instead of just names and emails. Your billing profiles remain comprehensive and accurate.
🔔
Notify team members immediately
Alert relevant project teams the second a new client record is processed or a project is initialized, ensuring everyone stays coordinated from day one.
🔀
Route workflows based on submitted fields
Trigger different project types or billing setups in Harvest depending on specific criteria submitted in your FluentCRM contact forms.
🔄
Keep client records updated in real time
Ensure modifications made to contact information in FluentCRM instantly reflect across corresponding client profiles in Harvest without manual updates.
🔍
Prevent duplicate records automatically
Search existing client databases before creating new entries, ensuring your Harvest account stays clean and free of redundant profiles.
💳
Handle payment and status changes effortlessly
Automatically update contact notes and CRM statuses whenever an invoice is paid or a timesheet entry is logged in Harvest.
💬
Extend workflows to Slack
Connect your core automation flow to Slack to broadcast payment confirmations, project creation alerts, and milestone updates to your team.
And much more...
Who is FluentCRM + Harvest integration for?
Project managers, finance leads, and agency owners who need to bridge customer management with billable hours and financial tracking without manual data entry.
Finance leads
Operations managers
Account managers
Sales coordinators
Project coordinators
Operations directors
📈
Finance leads
You're tracking billable hours and project costs in Harvest but your lead records live in FluentCRM, so the revenue reports you review are always outdated — with this integration, every new contact syncs instantly and your financial data stays accurate.
⚡
Operations managers
You manage client onboarding in FluentCRM and need to spin up billable spaces immediately, but manual project setup takes hours — automating both apps means every new contact creates a Harvest project instantly.
🤝
Account managers
You need to keep clients informed of project progress and billable hours, but pulling data across systems delays updates — connecting these apps means your project data is always current and ready to share.
📋
Sales coordinators
You handle high volumes of incoming leads in FluentCRM and must assign them to billable projects quickly, but manual entry causes bottlenecks — integrating these apps means your team keeps pace without manual backlog.
🎯
Project coordinators
You own project setup in Harvest once a lead is confirmed in FluentCRM, but relying on manual notifications causes delays — this integration means project creation happens the moment a contact is logged.
📊
Operations directors
You require a complete historical record of every customer interaction and associated billable hour, but scattered data creates gaps — automating both apps means your records remain comprehensive and reliable.
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 FluentCRM + Harvest
Build and manage your FluentCRM + Harvest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect FluentCRM + Harvest 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 FluentCRM + Harvest Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect FluentCRM to Harvest?
You can connect FluentCRM to Harvest in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows across WordPress, Slack, Asana, and 1,500+ other apps.
Can I automatically create Harvest projects from new FluentCRM contacts?
Can I connect FluentCRM, Harvest, and Slack?
What is a good Zapier alternative for FluentCRM and Harvest?
How does FluentCRM handle contact creation and updates?
How does Harvest track timesheet entries and project data?
Do I need coding skills to automate FluentCRM and Harvest?
Is the FluentCRM and Harvest integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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