Important
This needs to be done by someone who is both a super admin of HubSpot and an admin of the GetAccept entity.
A user's HubSpot email address must match the email address set in their GetAccept entity.
To be able to use our HubSpot integration you will need to authorize it via your GetAccept settings for Integrations.
How to connect GetAccept to HubSpot
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Optional: How to enable GetAccept Deal Room Overview App Card
If working with our Deal Rooms, you may also enable our overview App Card in the middle panel of your HubSpot Deal, Company, and/or Contact objects.
When you log into HubSpot you will be able to add the GetAccept App Card to your desired HubSpot objects (Deal, Company, and/or contact).
In your HubSpot account, click the settings settings icon in the top navigation bar.
In the left sidebar menu, navigate to the desired object you would like to add the GetAccept App Card. E.g. Deal.
Select the Record Customization tab.
Click on the Default view, or desired view to add the App panel to.
Click on the plus sign if you want to create a new tab for the App Card and name it accordingly.
The App Card can be added to an existing tab by simply clicking on the desired tab.
Once in the tab, click on the "Add card" option.
Select Card Library.
Search for "GetAccept Hub".
Click Add Card.
Set the order of where the card should be displayed.
Click Save and exit.
