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

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:

Close settings page for API Keys

2. Create a new API Key

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

Close API Key creation and naming

3. Copy the API Key

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

New Close API Key confirmation and copy screen

4. Sign into GetHarold with Slack

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

Sign in with Slack

5. Connect Close from the Configuration page

Click the CONNECT button for Close:
Connect Close to the GetHarold app for Slack


6. Add the key you copied in Step 3

Paste in the newly created API Key, and hit SUMBIT to save it:
Add Close API key to the GetHarold app for Slack


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.

Connected Close Integration

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.

Integration Access


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)...

Close Data Flow for the GetHarold app for Slack
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.


Ready to try GetHarold for Free?

Get started by adding GetHarold to your Slack account (you will be taken to Slack to authorize access):

Please note that if you are seeking access to an existing GetHarold account, you will need to talk to one of your admins.

Try for free


Problems or Questions?
Just click the chat button at the bottom right of this page to send us a message.