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search Can I search Close directly from Slack with GetHarold?
Yes! With the GetHarold app installed, and your Close account connected, you are able to search Close contacts, leads and opportunities straight from your Slack account using the /harold slash command. For example:
/harold contact <QUERY> to search contacts
/harold lead <QUERY> to search leads
/harold oppty <QUERY> to search opportunities
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notifications What Close notifications can I set up with GetHarold?
GetHarold can send real time notifications to Slack when Close opportunities are updated.
eg: Send a notification when a new opportunity is created, when one is closed, or when one is updated (eg: close date, status, value).
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attach_money Does GetHarold offer a free trial?
Yes! For one user, and up to one notification (eg: Invoice paid notification), GetHarold is free to use forever (no credit card required).
Paid plans are available if you need more users or notifications. Pricing for plans can be found on our homepage, here.
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settings How do I install and configure GetHarold for Close?
GetHarold is a Slack Application, and is listed in the Slack App Directory.
Full details on install and configuration can be found here, but the high level process involves the following, and can be completed in a few mintues:
1. Install the Slack application via one of the below buttons:
2. Authorize the app for the relevant access when requested
3. Sign in to the getharold.net website when prompted
4. Complete configuration by connecting to your Close account
5. Add other integrations as needed
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apps Is GetHarold only for Close?
No, GetHarold also connects to HubSpot, Intercom and Xero, and we are adding more integrations all the time. Let us know in the chat if we're missing any integrations you would like to see.
One of the benefits you get with GetHarold is the ability to search multiple systems with a single command, with the results returned including data from all connected systems.
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security Who will have access to run GetHarold commands once it is installed?
By default, only you, as you will determine who can run GetHarold commands in your Slack account.
Once set up, you can then choose to add users in on as needed basis, or to open it up to everyone in your Slack account.
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chat Sounds good, but I have more questions. Where can I get more information?
No problem at all. Use the chat widget at the bottom right of the screen to ask our team a question.
