Overview
A key strength of GetAccept’s integrations is making the data from a Deal Room or Contract Room easily accessible and valuable in Salesforce. With our commitment to being the Easiest to Use, we have streamlined the process of syncing GetAccept event data directly into the Salesforce Activity Timeline.
Benefits of Activity Timeline Sync
Automates the creation of Tasks or Events in Salesforce based on GetAccept activity.
Provides real-time insights into Deal Room and Contract Room interactions.
Eliminates the need for manual setup via Salesforce Flows.
Enhances tracking of key document activities within Salesforce.
How to Enable Activity Timeline Sync
Step 1: Access GetAccept Admin App
Navigate to the GetAccept Admin App in Salesforce.
Select the new Activity Timeline option.
Step 2: Configure Sync Settings
You will see options to sync different events for both Contract and Deal Rooms
Toggle on the specific events you want to sync into Salesforce as a Task or an Event.
Step 3: Verify Data Sync in Salesforce
Navigate to an Opportunity Record in Salesforce.
Under the Activity Timeline, you will see a real-time feed of synced GetAccept events.
Clicking on an event will display additional details, such as comments left on documents.
