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Zendesk integration

How to escalate and categorize customer feedback from Zendesk to Harvestr.

Written by Marina Salmon

If you are using Zendesk as a customer support tool, it is probably a major product feedback channel for your company.

To help you keep track of this valuable customer feedback and merge it with your other feedback channels, we have built an integration that lets support agents push relevant Zendesk tickets directly into your Harvestr inbox, and even categorize feedback right from Zendesk.

How does the integration work?

Prerequisites

To use our Zendesk integration, you need:

  • A Zendesk admin account.

  • A Harvestr Editor account on any paid plan (Core, Scale or Elite). Harvestr creates your API key during setup.

Once the integration is set up and authorized by one of your company's Zendesk admins, any Zendesk agent can use the app without needing a Harvestr account.

How to integrate Harvestr to your company's Zendesk account

The setup starts in Harvestr. Go to Settings > Integrations > Zendesk and click Connect a Zendesk workspace. A Finish setting up Zendesk checklist opens with three steps.

1. Install the Harvestr app in Zendesk Support

Requirements: you must have administrator permissions in Zendesk Support to set up the integration.

Click Open in Zendesk Marketplace and install the Harvestr app (also available from the Zendesk apps marketplace). The installation page in Zendesk will ask for an "Authentication token".

2. Paste your Harvestr API key into the app

Back in Harvestr, click Copy next to Harvestr API key.

Jump back to the Harvestr app installation settings in Zendesk (always accessible at Admin → Apps → Manage → Harvestr → App configuration). Paste the API key into the "Authentication token" field.

Note: if you want to restrict access to just administrators or just agents, click Enable Role Restrictions before installing and choose the users.

Press the install button. Harvestr will appear in your "Currently installed" apps in Zendesk, marked as "Enabled".

3. Authorize your Zendesk URL

In Harvestr, enter your Zendesk URL (for example company.zendesk.com) and click Authorize. Zendesk opens in a new window so a Zendesk admin can approve Harvestr.

Your support team can now use the Harvestr integration in Zendesk. The Harvestr API key stays available in the Sending from Zendesk card if you need it again.

Choose your settings

Once connected, Settings > Integrations > Zendesk lets you choose:

  • Let agents link tickets to discoveries: agents pick a discovery in the Zendesk sidebar before sending.

  • Tag sent tickets: adds the in_harvestr tag to tickets sent to Harvestr.

  • Associate users with their companies, in the Users and companies card.

Click Save at the bottom of the page to apply your changes. To connect several Zendesk workspaces, click Connect another workspace.

Sending Zendesk tickets to Harvestr

Sending a ticket to the Harvestr inbox

Open a Zendesk ticket, click the Apps button in the upper-right corner, and the Harvestr widget appears. If not, click the Refresh button above.

When a support rep receives a ticket from a customer that's interesting for the product team, like a feature request, they click the Send to Harvestr button to push the whole ticket to Harvestr.

You get the ticket in your Harvestr inbox with all the messages, plus the identity and email of the Zendesk requester if they're available.

Categorizing feedback from Zendesk

If the feedback is related to a topic that already exists in your Harvestr account, support reps can link the conversation to an existing discovery.

This option is available when Let agents link tickets to discoveries is on, in Settings > Integrations > Zendesk.

Clicking Link to discovery opens the list of Components and Discoveries in your Harvestr organization. The rep searches and selects the right Discovery.

The conversation is sent straight to the Processed folder of your Harvestr inbox, already linked to the right Discovery.

Save time by summarizing before sending

When you send a Zendesk ticket to Harvestr, the entire ticket comes across, including the back-and-forth between your support agent and the customer. That's useful for context, but it's a lot for a PM to read if all they need is the underlying product feedback.

A small habit fixes this: before sending the ticket, add an internal note that summarizes the feedback in two or three sentences.

How to do it

  1. In the Zendesk ticket, switch the reply composer to Internal note.

  2. Write a short summary of the underlying feedback. Focus on the problem the customer is expressing and any specifics they shared (use case, frequency, impact).

  3. Save the internal note.

  4. Click Send to Harvestr as usual.

The internal note travels with the ticket, so when the PM opens the feedback in Harvestr they see your summary at the top, with the full conversation underneath if they need to dig in.

What to include in the summary

  • What is the customer trying to do?

  • What's getting in their way?

  • How important is this for them? Have they mentioned a workaround, churn risk, or specific use case that matters?

Example

Original ticket: a long back-and-forth about CSV exports timing out for a customer with large datasets.

Internal note summary before sending:

Customer (Acme, Enterprise plan, ~50M rows) cannot export their full reporting dataset because the CSV export times out after 5 minutes. They've tried workarounds (filtering down to smaller chunks) but it's painful for their monthly reporting cycle. This is recurring and they've mentioned it's a factor in their renewal evaluation.

The PM now has everything they need in three sentences. The full conversation is one click away if they want details.

Automatically import product feedback

Agents don't always think to send a ticket to Harvestr. With auto-import, available on the Elite plan, Harvestr reviews your solved Zendesk tickets and imports the ones that contain product feedback, without anyone having to send them.

Turn on auto-import

Once your Zendesk URL is authorized, go to Settings > Integrations > Zendesk, turn on the switch on the Auto-import product feedback card, and click Save. If you've connected several Zendesk workspaces, pick each workspace at the top of the page and repeat.

Once it's on:

  • tickets solved in the last 30 days are reviewed right away

  • each ticket is then reviewed when it is solved, and Harvestr checks for missed tickets every night

  • a ticket that is reopened and solved again is reviewed again

  • names, emails, companies and phone numbers are removed before AI reviews a ticket

Harvestr reviews tickets with a public reply from the customer. Internal notes are never read.

Harvestr skips how-to questions that end settled, where the customer got what they wanted from the product as it works today. A question answered with "not possible today" still counts as a feature request, and bug reports are always imported.

The card shows where auto-import stands (Importing the last 30 days, Waiting for the first check, live with the time of the last check, or Last check did not finish), how many tickets were reviewed and imported this month, and how much of your AI allowance is left.

Auto-import relies on AI categorization, and imported feedback uses your monthly AI allowance. When the allowance runs out, the card shows Waiting for AI credits and nothing is imported until it renews or you raise your limit. On plans other than Elite, the card shows Not included in your plan.

Review auto-imported feedback

Auto-imported tickets are kept out of your New folder and your Custom Inboxes, so they don't mix with the feedback your team sent on purpose. HAI extracts the feedback they contain and suggests matching discoveries, which you review in Catch up.

Nothing is posted on the ticket when it is auto-imported, since no agent sent it. Once your team acts on its feedback, the feedback loop notes you've turned on are posted as usual.

If Zendesk refuses Harvestr's access, auto-import turns off and the card shows Turned off: Zendesk access lost. Click Reconnect workspace, then turn auto-import back on.

Processing Zendesk tickets in Harvestr

In Harvestr, you get all these tickets in your inbox alongside feedback from every other tool you've connected.

For each Zendesk ticket sent to Harvestr, we import all the messages and users that belong to that ticket. You also get a button with the Zendesk logo at the top of the feedback that links to the ticket in Zendesk, handy if you need more context.

From there, you can capture product insights from these Zendesk tickets and link them to discoveries you're working on in Harvestr.

Closing the loop with your support team

Harvestr posts an internal note on the Zendesk ticket, so the agent who sent it knows what happened to the feedback and can update the customer. Harvestr never contacts your customer directly.

Which events post a note

The events are set once for your whole organization, in Settings > Notifications. Zendesk follows these organization rules unless you give it its own: open Zendesk in the Per-channel rules card and choose Customised, or Off to never post on Zendesk tickets. The events you can turn on:

  • the ticket arrives in Harvestr

  • it is linked to a discovery

  • a teammate comments on it. Comment notifications are never posted on the ticket: they reach the agent in Harvestr or by email.

  • the linked discovery moves to a status you chose, typically Planned or Shipped

The Notifications card on the Zendesk integration page summarizes what is currently on. Its Configure button opens the notification settings.

Reopening closed tickets

If the ticket was closed in the meantime, Harvestr can reopen it, so the note lands back in the agent's queue. This is the Reopen support tickets if they are closed setting, at the bottom of the Organization rules card. Zendesk can override it in its own channel settings. Depending on your Zendesk settings, the reopening may also notify the agent from Zendesk.

For the full picture (who is notified, how to check what was sent), see Close the loop with feedback loop notifications.

FAQ

All ticket content is imported

All the messages and notes of a ticket (from your users and teammates) are sent to Harvestr.

I don't see my escalated tickets in Harvestr

If you don't see escalated tickets in your Harvestr inbox, try to refresh it.

Only one version of a ticket can exist in Harvestr

You can only have a single version of a given Zendesk ticket in your Harvestr account. A ticket cannot be sent again to Harvestr unless you delete the previous version forever from your Harvestr bin.

New ticket messages sync automatically

If a ticket is sent to Harvestr and new messages are added to the ticket in Zendesk afterwards, those messages are automatically synchronized in Harvestr.

If the synchronization stops working, try the following steps:

  1. In Settings > Integrations > Zendesk, click ⋯ on the workspace, then Disconnect workspace, and confirm. Feedback already imported stays in Harvestr.

  2. In Zendesk, go to Admin Center > Objects and rules > Triggers, find the "Harvestr triggers" and delete them.

  3. Click Connect a Zendesk workspace and follow the setup steps again. Paste the new Harvestr API key into the Harvestr app in Zendesk, then enter your Zendesk URL and click Authorize (a person with Zendesk Admin rights will need to approve at that step).

  4. Go to one of the Zendesk tickets that weren't synced in Harvestr. If it's still not synced, launch a manual sync.

If the Zendesk page in Harvestr shows a Reconnect button, click it instead: you keep your settings.

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