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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… Old Chrome extension: {{accounts_name}} New Chrome extension: {{accounts.name}} Make… Click here to enable the Chrome Extension
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
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
Google Doc Preview - Editing from CRM
Editing a Google Doc from our Hubspot or Pipedrive integration
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