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search Can I search HubSpot directly from Slack with GetHarold?
Yes! With the GetHarold app installed, and your HubSpot account connected, you are able to search HubSpot deals, contacts and companies straight from your Slack account using the /harold slash command. For example:
/harold contact <QUERY> to search contacts
/harold company <QUERY> to search companies
/harold deal <QUERY> to search deals
/harold my deals <QUERY> to get your open deals
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notifications What HubSpot notifications can I set up with GetHarold?
GetHarold can send real time notifications to Slack when HubSpot deals are updated, or for contact activity
Deal Updates
eg: Get a notification when a new deal is created, when one is closed, or when one is updated (eg: close date, stage, or amount).
Contact Activity
eg: Get a notification when a contact visits your website, opens an email, or clicks a link in an email.
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attach_money Does GetHarold offer a free trial?
Yes! For one user, and up to one notification (eg: Deal close, or contact website visit), 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 for HubSpot?
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 to your HubSpot account
5. Add other integrations as needed
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apps Is GetHarold only for HubSpot?
No, GetHarold also connects to Intercom, Xero, and Close CRM, and we are adding more integrations all the time. Let us know in the chat if we're missing any integrations you would like to see.
One of the benefits you get with GetHarold is the ability to search multiple systems with a single command, with the results returned including data from all connected systems.
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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, or to open it up to everyone in your Slack account.
This allows you to give some level of HubSpot visibility to users who don't have a HubSpot licese
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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.
