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search Can I search external systems directly from Slack with GetHarold?
Yes! With the GetHarold app installed, you are able to search data from any connected system (eg: HubSpot, Xero, Intercom, Close...) straight from your Slack account using the /harold slash command. For example:
/harold company <QUERY> to search companies
/harold contact <QUERY> to search contacts
/harold invoice <QUERY> to search invoices
/harold deal <QUERY> to search deals
To see all available commands for your account (based on connected integrations) use the help command:
/harold help
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notifications Can GetHarold be used to send notifications to my Slack account?
Yes! GetHarold can send real time notifications to Slack when updates are made to things like HubSpot deals, Xero Invoices or Close Opportunities.
eg: Send a notification when a deal is closed, when an invoice is paid, or when an opportunity's close date is updated.
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attach_money Does GetHarold offer a free trial?
Yes! For one user, and up to one notification (eg: Deal won notification), GetHarold is free to use forever (no credit card required).
Paid plans are available if you need more users or notifications. Pricing for plans can be found on our homepage, here.
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settings How do I install and configure GetHarold?
GetHarold is a Slack Application, and is listed in the Slack App Directory.
Full details on install and configuration can be found here, but the high level process involves the following, and can be completed in a few mintues:
1. Install the Slack application via one of the below buttons:
2. Authorize the app for the relevant access when requested
3. Sign in to the getharold.net website when prompted
4. Complete configuration by connecting one or more integrations (eg: HubSpot, Xero, Intercom, Close CRM)
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security Who will have access to run GetHarold commands once it is installed?
By default, only you, as you will determine who can run GetHarold commands in your Slack account.
Once set up, you can then choose to add users in on as needed basis, on a per integration basis.
eg: If you have connected HubSpot and Xero, you may choose to give anyone in your Slack account access to run HubSpot search commands, but limit who can run Xero searches.
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chat Sounds good, but I have more questions. Where can I get more information?
No problem at all. Use the chat widget at the bottom right of the screen to ask our team a question.
