Close

Close

Accessing Close data from Slack has never been easier. Below is everything you need to know to get started.

Prerequisites

•	GetHarold app for Slack installed in your Slack workspace
•	Access to create an API key for Close (speak to your Close admin if you are unsure)

Set Up

1. Login to Close and go to Settings

Click on API Keys under the Connect section:

2. Create a new API Key

Click the green New API Keys button and create a key for GetHarold:

3. Copy the API Key

Copy the API Key (best to leave this window open until you've saved it in GetHarold):

4. Sign into GetHarold with Slack

Click the Sign in with Slack button to sign in and complete configuration:

5. Connect Close from the Configuration page

Click the CONNECT button for Close:

6. Add the key you copied in Step 3

Paste in the newly created API Key, and hit SUMBIT to save it:

7. You're done!

That's it! Confirm a successful Close connection via the Connected tag, and you are ready to start using the GetHarold app for Slack.

8. A note on access

By default, access to use the /harold command to search data from an integration you have connected will be restricted to GetHarold admins, and anyone you add from the users page.

This is indicated on the configuration page by the user count you can see in the above image.

If you wish to open up access to other users, or to open up the integration to everyone in your Slack account, click the user count to access the user access page for that integration.

Note that if restricted access is on, you will need to grant access on a per user basis.

9. Testing

To test the set up, go back to Slack and (in any channel) try one of the relevant slash commands...

/harold my opptys	Search for your own open Close opportunities
/harold oppty <QUERY>	Search for Close opportunities matching your query. eg: /harold oppty safeway
/harold contact <QUERY>	Search for Close contacts matching your query. eg: /harold contact johnson
/harold lead <QUERY>	Search for Close leads matching your query. eg: /harold lead walmart

Note that these commands can also be made directly (without the /harold) as a direct message to @GetHarold.

Notifications

Notifications can be set up for Close deal events (changes, closed won/lost, new deals).

Click here for details on notifications set up.

Higher level background information on features is available here: Close Integration Features

Data Flows

GetHarold works with an "only as needed" methodology when it comes to data flows. As Close has an excellent search API, all /harold searches are done directly against Close, so if you only make use of search, no data will be stored on the GetHarold side.

For notifications, GetHarold will sync a snapshot of relevant objects and properties (eg: if you want to be notified of opportunity status changes, then the status opportunity property will be sync'd). This allows not only change notification, but notification that includes both the old and new values.

All data flows (GetHarold does not update Close data)...

Notes
1. Data retrieved, but not stored, for search
2. Data only pulled if required for notifications, and then targeting required properties only
3. Close user information pulled to enable access restriction, and personal (eg: my opptys) commands

Data Deletion

GetHarold deletes any stored data automatically when the Close integration is disconnected.

Contact [email protected] if you have questions, or require assistance, with this.

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