|•||GetHarold app for Slack installed in your Slack workspace|
|•||Marketplace install access for HubSpot (speak to your HubSpot admin if you are unsure)|
Click the Sign in with Slack button to sign in and complete configuration:
Click the CONNECT button for HubSpot:
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 the relevant slash commands...
|/harold my deals||Search for your own open HubSpot deals|
|/harold deal <QUERY>||Search for HubSpot deals matching your query. eg: /harold deal upsell|
|/harold contact <QUERY>||Search for HubSpot contacts matching your query. eg: /harold contact johnson|
|/harold company <QUERY>||Search for HubSpot companies matching your query. eg: /harold company walmart|
Click here for details on notifications set up.
For notifications, GetHarold will sync a snapshot of relevant objects and properties (eg: if you want to be notified of deal amount changes, then the amount deal property will be sync'd). This allows not only change notification, but notification that includes both the old and new values.
You can confirm what access GetHarold uses upon connection, when authorizing...
1. Data retrieved, but not stored, for search
2. Data only pulled if required for notifications, and then targeting required properties only
3. HubSpot user information pulled to enable access restriction, and personal (eg: my deals) 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.Try for free