Prerequisites
| • | Access to install GetHarold app on Slack workspace |
| • | Relevant app/marketplace install access for each integration (eg: HubSpot, Intercom, Xero) you would like to enable |
Process
Navigate to the sign up page and click the Add to Slack button, or click below...
After reviewing, click Allow on the GetHarold is requesting permission... page you are taken to...
If installation was successful, you will be taken back to the GetHarold site, and should see the message:
The GetHarold app for Slack has been successfully added to your account. Please sign in with Slack now to complete the app configuration.
Click the Sign in with Slack button to sign in and complete configuration:
Click the CONNECT button against the integration you want to add:
That's it! Confirm a successful HubSpot connection via the Connected tag, but 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 our slash commands.
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.
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