|•||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)|
Click on API Keys under the Connect section:
Click the green New API Keys button and create a key for GetHarold:
Copy the API Key (best to leave this window open until you've saved it in GetHarold):
Click the Sign in with Slack button to sign in and complete configuration:
Click the CONNECT button for Close:
Paste in the newly created API Key, and hit SUMBIT to save it:
That's it! Confirm a successful Close connection via the Connected tag, and you are ready to start using the GetHarold app for Slack.
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.
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|
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.
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
Contact [email protected] if you have questions, or require assistance, with this.
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