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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

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

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 Configure Optional & Variable Products for HubSpot, Pipedrive, and Upsales

Open the GetAccept Chrome Extension in your CRM… Create a test deal in your CRM (HubSpot, Pipedrive, or Upsales)… Tax fields from CRM line items are not supported for synchronization

Enable GetAccept Chrome Extension for 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… Note: GetAccept has a HubSpot CRM card that may be used to send a document

Deal Room with HubSpot via GetAccept's Chrome Extension

Note: GetAccept has a HubSpot CRM card that may be used to create a Deal Room… It is automatically enabled when you connect GetAccept to HubSpot and can be used instead of our Chrome… extension

Capturing Recipient Filled Data in HubSpot via GetAccept's Chrome Extension

Note: GetAccept has a HubSpot CRM card that may be used to send a document… extension… extension Version 1.61 or higher

How to Send a Document from HubSpot via GetAccept's Chrome Extension

Note: GetAccept has a HubSpot CRM card that may be used to send a document… It is automatically enabled when you connect GetAccept to HubSpot and can be used instead of our Chrome… extension

How to Set Up Pricing Tables and Groups from HubSpot via GetAccept's Chrome Extension

[Inline Video] Before setting up, ensure the following: HubSpot Chrome Extension (Version… Note: GetAccept has a HubSpot CRM card that may be used to send a document… extension

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