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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
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
Update Upsales properties based on GetAccept Events
Use our new Event sync profiles to update Upsales properties based on GetAccept events like Contract Signed or Deal Room visited… Change Deal Stage in Upsales based on Contract Signed Change Deal Stage in Upsales based on Contract… Create a new Event Sync profile in the GetAccept Upsales integration Log in to the GetAccept Upsales
Capturing Recipient Filled Data in Upsales
We've made it easier to let your recipients fill in data in a GetAccept document and have that data saved back where you need in Upsales… Click Continue Select Upsales object where you will update Upsales properties with recipient filled… Log in to the GetAccept Upsales integration. b
How to Configure Optional & Variable Products for HubSpot, Pipedrive, and Upsales
Configure optional and variable products in pricing tables for HubSpot, Pipedrive, and Upsales integrations… Pipedrive and Upsales Integrations… supports optional and variable products in pricing tables for integrations with HubSpot, Pipedrive, and Upsales
Template selection based on Pipedrive or Upsales data
Use our conditional set up in Pipedrive or Upsales to select or suggest GetAccept templates based on what's happening in your CRM… Create a new Conditional Setup profile in the GetAccept Chrome Extension for Pipedrive & Upsales Integration… a Open the GetAccept chrome extension on a Pipedrive or Upsales object where GetAccept is set up (e.g
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
Downloading the Chrome Extension
We currently support Hubspot, Pipedrive, LimeGo, Upsales… Find your CRM's URL to the Chrome Extension here: Hubspot Pipedrive LimeGo Upsales Once
Product images in pricing tables
table (document-specific) CRM or API integrations like Salesforce, HubSpot, Pipedrive, and Upsales… If you use Salesforce, HubSpot, Pipedrive, or Upsales, product images can sync automatically from your… and Groups from HubSpot Use Pricing Tables within Pipedrive Use Pricing Tables within Upsales
Integrations settings
Upsales… Sales document tracking and eSignatures Enable this integration to sync contacts and deals with Upsales