Introduction
GetAccept offers the ability for a recipient of a document to fill in data in added text field boxes that you add to a template. You may now capture this recipient-filled data, on signing, and process it back in Pipedrive exactly the way you need. As a result, it is now possible for recipients to update their own records in Pipedrive under your supervision. This feature works with both scenarios:
Text fields placed on a PDF template
Form fields inserted within an editor block
Setup
Pre-requisites: Ensure that you have our GetAccept Pipedrive Chrome extension Version 1.15 or higher. You will also need to reconnect the integration (Steps here) from GetAccept by an admin.
This setup will guide you through how to configure a Data Sync profile so that your recipient-filled data from the GetAccept document populates the correct Pipedrive fields upon document signing.
Building Data Sync profiles for how GetAccept filled fields map to Pipedrive fields automatically
Create a new Data Sync profile in the GetAccept Pipedrive Integration
a. Log in to the GetAccept Pipedrive integration.
b. Select the drop-down menu in the top right of the integration.
c. Select "Advanced Settings". Note: This is only available to GetAccept Admin users.
d. Select the tab named "Data Sync".
e. Click "Add Data Sync profile".Configure Data Sync Profile
a. Select the Pipedrive main object as Contact, Company, or Deal.
This is where you will be sending your document from in Pipedrive with GetAccept.
If you send contracts with GetAccept from multiple places in Pipedrive, create a separate profile for each main object.
b. Enter the field name (label) from your GetAccept template that will be filled with data to be synced back to Pipedrive.
c. Select the Pipedrive object where the Pipedrive field to be updated is located.
d. Select the Pipedrive field from the dropdown that will be updated.
e. Click "Add new sync field" and follow steps 2a through 2d if additional GetAccept input fields are to be synced to Pipedrive.
f. Click Save.
Test the data sync profile
a. Send a GetAccept contract from a Pipedrive contact, company, or deal that has a data sync profile configured.
b. Return to the Data Sync profile page.
c. Select the data sync profile configured in step 2.
d. Click "Test".
e. Enter the document ID sent in step 3a.When you open the sent document as the recipient, the document ID will be in the URL as shown in the below example in bold (e.g., ttps://test.getaccept.com/v/xj5xtsv829x3/2e95dr2v8y2vek/a/aw851d736d9918e8b6421b7610883re7).
f. Validate that all fields have successfully been updated in Pipedrive.
Note: For steps 3b to 3f, you could also sign the contract yourself after making the send in 3a and validate manually in Pipedrive if the fields were updated.
Limitations
Currently, we cannot update Pipedrive dropdown fields; we aim to support that field type in 2025.
Currently not supporting Pipedrive date fields; this will be supported by Q1 2025.
Only GetAccept event that will trigger data sync is document signed.
Manual triggering of a data sync is only possible from the data sync profile; this will be added to the document analytics view in the integration in a future release.
Data Sync does not work for Deal Rooms; we aim to support that in 2025.