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How to connect Harvest and Zendesk Sell
Create a New Scenario to Connect Harvest and Zendesk Sell
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Harvest, triggered by another scenario, or executed manually (for testing purposes). In most cases, Harvest or Zendesk Sell will be your first step. To do this, click "Choose an app," find Harvest or Zendesk Sell, and select the appropriate trigger to start the scenario.
Add the Harvest Node
Select the Harvest node from the app selection panel on the right.
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Add the Zendesk Sell Node
Next, click the plus (+) icon on the Harvest node, select Zendesk Sell from the list of available apps, and choose the action you need from the list of nodes within Zendesk Sell.
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Authenticate Zendesk Sell
Now, click the Zendesk Sell node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zendesk Sell settings. Authentication allows you to use Zendesk Sell through Latenode.
Configure the Harvest and Zendesk Sell Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Harvest and Zendesk Sell Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Harvest, Zendesk Sell, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Harvest and Zendesk Sell integration works as expected. Depending on your setup, data should flow between Harvest and Zendesk Sell (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Harvest and Zendesk Sell
Harvest + Zendesk Sell + Slack: When a project is created in Harvest, a deal is created in Zendesk Sell, and a notification is sent to a Slack channel.
Zendesk Sell + Harvest + Google Calendar: When a deal is created in Zendesk Sell, a project is created in Harvest, and a kickoff meeting is added to Google Calendar.
Harvest and Zendesk Sell integration alternatives
About Harvest
Automate time tracking with Harvest in Latenode. Sync time entries to accounting, payroll, or project management. Create flows that auto-generate invoices or trigger alerts for budget overruns. Latenode provides the flexibility to connect Harvest data to other apps and add custom logic, avoiding manual updates and delays.
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About Zendesk Sell
Sync Zendesk Sell with Latenode to automate sales tasks. Create visual workflows to update deals, manage contacts, and trigger actions based on sales activity. Enhance your CRM data with enrichment tools, route leads intelligently, and automate follow-ups — all in a scalable, low-code environment.
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See how Latenode works
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FAQ Harvest and Zendesk Sell
How can I connect my Harvest account to Zendesk Sell using Latenode?
To connect your Harvest account to Zendesk Sell on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Harvest and click on "Connect".
- Authenticate your Harvest and Zendesk Sell accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Zendesk Sell contacts from new Harvest clients?
Yes, you can! Latenode allows automatic contact creation. Benefit from instant data synchronization, ensuring your sales team always has the latest client information, boosting efficiency.
What types of tasks can I perform by integrating Harvest with Zendesk Sell?
Integrating Harvest with Zendesk Sell allows you to perform various tasks, including:
- Create Zendesk Sell deals when new Harvest projects are created.
- Update Zendesk Sell contact information from Harvest client details.
- Trigger Harvest invoices based on deal stages in Zendesk Sell.
- Sync Harvest time entries with Zendesk Sell activity logs.
- Send Zendesk Sell notifications for overdue Harvest invoices.
Can I use JavaScript to transform data between Harvest and Zendesk Sell?
Yes! Latenode's JavaScript node allows you to manipulate data, ensuring perfect compatibility between Harvest and Zendesk Sell fields.
Are there any limitations to the Harvest and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration might require custom scripting due to API limits.
- Complex data transformations may require JavaScript knowledge.
- Rate limits on Harvest and Zendesk Sell APIs still apply.
