GetHarold makes it easier than ever to stay on top of key changes in your sales pipeline through actions.
Note: Notifications can currently be triggered for updates to HubSpot deals, Close Opportunities and Xero invoices. This will be expanded, but please let us know what triggers you need.

Close Integration Features Video

Notifications can be triggered in multiple ways...

Notification triggers
New record
Record attribute change (eg: updated name/amount)
Record attribute change to a specific value (eg: deal stage change to "Contract Sent")
Closed lost (deal/opportunity)
Closed lost (deal/opportunity)

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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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