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New GetAccept integration for Upsales

Learn how to install the new version and have a smoother sales flow from within your Upsales CRM… Setup GetAccept Upsales Integration… Previous GetAccept Upsales Customers

Capturing Recipient Filled Data in Upsales

Select the Upsales object where the Upsales field to be updated is located. d… Log in to the GetAccept Upsales integration. b… Select the Upsales main object as Contact, Company, or Deal

Use Pricing Tables within Upsales

Learn how to connect Upsales Line Item data to GetAccept pricing tables… Combined with our Upsales integration, it is now possible to automatically populate Upsales product line… By default all Upsales product line items will go to the first pricing table, if you want to map Upsales

Use Pricing Tables & Pricing Groups within Upsales

Learn how to connect Upsales Product Line Items to GetAccept pricing tables and groups… Combined with our Upsales integration, it is now possible to automatically populate Upsales product line… Ensure that the correct Upsales product line items are in use from the Upsales deal that is being used

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

Pipedrive and Upsales Integrations… supports optional and variable products in pricing tables for integrations with HubSpot, Pipedrive, and Upsales… Create a test deal in your CRM (HubSpot, Pipedrive, or Upsales)

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)

Downloading the Chrome Extension

We currently support Hubspot, Pipedrive, LimeGo, Upsales, and Freshsales… Find your CRM's URL to the Chrome Extension here: Hubspot Pipedrive LimeGo Upsales Freshsales

Integrations settings

Upsales… Sales document tracking and eSignatures Enable this integration to sync contacts and deals with Upsales