Zendesk Sales: Track time from your leads and deals
Track time to Harvest from any lead or deal in Zendesk Sales (formerly known as Zendesk Sell).
Installing the Zendesk Sales Integration
- In Zendesk Sales, go to the Apps Marketplace under Settings > Integrations > Apps.
- Find the Harvest app and click the button to Install.
Once installed, refresh your page to see the Harvest time tracking application. If you’re signed in to your Harvest account in the same browser, it’ll pick up your credentials. If not, you’ll have to enter your Harvest email and password, or you can use Google Sign-In.
Using the Zendesk Sales Integration
The Zendesk Sales add-on enables you to track time to Harvest directly from individual leads and deals. Select your project and task to start tracking your time. The ID, name, and/or organization associated with the lead or deal will auto-populate into the Harvest notes field, and the Harvest time entry will also have a link back to the Zendesk Sales lead/deal.
You’ll be able to see how much total time has been tracked to the lead/deal in Zendesk Sales. And when you open a lead/deal that already has time tracked to it, the previously selected Harvest project and task will be auto-populated.