Skip to main content
All CollectionsIntegrationsHubSpot Integration
Enabling GetAccept's CRM card in HubSpot
Enabling GetAccept's CRM card in HubSpot

Learn how to connect GetAccept to HubSpot so you can build your Digital Sales Room and deliver documents right within HubSpot

Updated over 2 weeks ago

Important

  1. This needs to be done by someone who is both a super admin of HubSpot and an admin of the GetAccept entity.

  2. GetAccept's CRM card in HubSpot is currently in beta. You will need to ask GetAccept support or your customer success manager to have it enabled for you as well after you complete the below steps.

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

  1. Under the tab All integrations or CRM scroll down to find the HubSpot integration

  2. Select Connect

  3. Click on the button Connect again

  4. You should be prompted to connect to the GetAccept app via a new tab. Please choose which account you would like to connect to.

  5. Going back to https://app.getaccept.com/settings/integrations and opening HubSpot settings, you should see your hub-id and the email address of the user who connected your account.

  6. When you log into HubSpot you will see GetAccepts CRM card on the right hand side. If you do not see the create button, reach out to GetAccept support or your Customer Success Manager.

Did this answer your question?