You can use the Harvest app to add new Harvest time tracking projects to the deals you've won.
You need admin rights to set up the Harvest app in Sell. You also need to have already set up your Harvest account.
To install the Harvest app
- Click the Settings icon (
), then select Integrations > Apps. - Click Marketplace.
- Locate the Harvest app (here: https://www.zendesk.com/apps/sell/harvest/), then click Install.
- Follow the prompts to install the app into your Zendesk account.
In Sell, when you mark a deal as won, Harvest prompts you to create a new project.
When you save the new project, it is added to your Harvest account where you can begin time tracking the deal through to its completion.