1.Detect new project
Integrate Harvest to watch for new project events and to start estimate creation.
Create estimate and add project billing details to CRM
Automatically create billable estimates for new projects across Harvest, HubSpot, and Zapier Tables. Create and update when new projects arrive or client references update or project titles changeβso you can create estimates, update deals, and log billing details without manual reporting.
How this automation updates your billing-ready estimates
When new projects arrive but billing details stay disconnected, teams waste time chasing CRM updates. This automation creates estimates, updates deals, and records sales order and estimate linksβso your team can bill faster with traceability.
Harvestor swap with your favorite app
2.Create billable estimate
Integrate Harvest, quoting tools, and CRM mapping to create an estimate and to centralize project estimate details.
3.Assign project users and rates
Integrate Harvest, time and billing tools, and rate settings to assign project users with default hourly rates.
4.Find matching deal
Integrate HubSpot and CRM lookup tools to search for the associated deal and to continue only for qualifying records.
HubSpotor swap with your favorite app
5.Update deal with estimate
Integrate HubSpot and workflow data mapping to update the deal with sales order property and estimate URL.
6.Update project billing record
Integrate Zapier Tables and audit logging tools to update the project row with sales order and estimate link.
Zapier Tablesor swap with your favorite app
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
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