Integrations

How we can connect to the rest of your software stack

Samir Smajic avatar Alan Sincich avatar
39 articles in this collection
Written by Samir Smajic and Alan Sincich
CRM Chrome Extension (Hubspot, Pipedrive, LimeGo, Freshsales, Upsales)

Connect to your CRM

What you can expect when connecting GetAccept to your CRM
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Downloading the Chrome Extension

How to install the GetAccept Chrome Extension for your CRM
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Written by Alan Sincich
Updated over a week ago

Logging into the Chrome Extension

Logging in or creating an account in the GetAccept Extension
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Written by Alan Sincich
Updated over a week ago

Sending a New Doc from the Extension

How to begin creating a new document to send in the extension
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Written by Alan Sincich
Updated over a week ago

Adding Recipients in the Extension

How to add recipients to send the document to
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Written by Alan Sincich
Updated over a week ago

Uploading your Document in the Extension

How to upload a document or GetAccept template to send out
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Written by Alan Sincich
Updated over a week ago

Adding Video to Your Doc in the Extension

How to add a personal introductory video to your document
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Written by Alan Sincich
Updated over a week ago

Editing the Email Message in the Extension

How to edit the doc name, subject line, and message of the email
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Written by Alan Sincich
Updated over a week ago

Delivering your Send Out in the Extension

How to send out and create a follow up task in your CRM
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Written by Alan Sincich
Updated over a week ago

Viewing a Sent Doc from the Extension

How to view the analytics and status of the sent document
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Written by Alan Sincich
Updated over a week ago

Auto-Populating a GetAccept Template

How to auto fill a GetAccept template with data from your CRM
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Written by Alan Sincich
Updated over a week ago

Use the Google Docs Editor in Your CRM

How to edit your Google Docs from within your CRM
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Written by Alan Sincich
Updated over a week ago