Advice and answers from the GetAccept Team

Search results for:CRM Chrome Extension

Downloading the Chrome Extension

How to install the GetAccept Chrome Extension for your CRM… To install our CRM Chrome Extension, choose which CRM package you would like download… Find your CRM's URL to the Chrome Extension here: Hubspot Pipedrive LimeGo Upsales Freshsales

Hubspot extension troubleshooting

How to fix errors related to the HubSpot extension… Error: Could not load CRM Data: Google Chrome extension settings… How to fix errors related to the HubSpot extension

How to add Custom CRM Merge Tags to the Editor to fetch data from integrations

Learn how to add custom CRM merge tags within the inline editor (to for example fetch data from Pipedrive, LimeGo, Upsales and more)… Our Chrome Extension CRM integrations all have the same steps to find the list of available merge tags… Simply log in to the Chrome extension Create a new send-out by selecting signing or tracking, add

Connect to Close CRM

If you are using Close CRM and would like to connect it with GetAccept to have your send-outs connected… Create API key Copy the API key Go back to your GetAccept account and navigate to the close CRM… Click on Save when you are done When done, make sure to go back to your Close CRM integration and

Connecting GetAccept to HubSpot

Learn how to connect GetAccept to HubSpot CRM so you can deliver documents right within HubSpot… Go to the Chrome web store to download the HubSpot extension: https://chrome.google.com/webstore/detail… Go to https://app.getaccept.com/settings/integrations Under the tab All integrations or CRM scroll

New GetAccept integration for Upsales

Learn how to install the new version and have a smoother sales flow from within your Upsales CRM… Click here to enable the Chrome Extension… Click here and install the Chrome Extension Log into Upsales and open an opportunity, company

New GetAccept integration for Pipedrive

Learn how to install the new version and have a smoother sales flow from within your Pipedrive CRM… Click here to enable the Chrome Extension… Simply download the new chrome extension and you and your team may begin using the new integration

Google Doc Preview - Editing from CRM

Editing a Google Doc from our Hubspot or Pipedrive integration

Create a sendout from the Close CRM integration

A quick guide on how to create your sendout via GetAccept within your Close CRM integraion… How to send a document from the Close CRM integration… To create a sendout from within your Close CRM integration simply navigate to your Opportunities that

Auto-populating a PDF template

How to auto fill a GetAccept template with data from your CRM… How to find the template parameters within your CRM… To populate data from your CRM to your uploaded file you can do this by using Merge Fields within your