Overview
GetAccept's integration with HubSpot enables automatic population of product line items into pricing tables within your GetAccept templates.
Key Benefits of Using GetAccept Pricing Tables with HubSpot
Automates pricing data entry – Pulls product line items directly from HubSpot deals.
Organizes pricing information – Separates fees, categorizes product bundles, or highlights different pricing levels.
Enhances customer understanding – Provides a structured, easy-to-read cost breakdown.
If a deal contains both recurring and one-time fees, separate pricing groups in a GetAccept template can clearly display these categories, improving transparency.
Setup Requirements
Before setting up, ensure the following:
GetAccept integration is connected to HubSpot by an admin.
The Pricing Table feature is added to a GetAccept template.
Accessing Pricing Profile Settings
Click settings at the bottom of the GetAccept CRM card in HubSpot.
Note: The GetAccept integration is active from a HubSpot Deal, Contact, or Company.
Open Pricing Table Profiles – Navigate to the Pricing Table section to manage existing profiles or create a new one.
Creating a New Pricing Table Profile
Click Add New Pricing Table Profile.
Profile Name – Enter a name for the profile.
Object Type & Template ID – Choose Deal as the object type and link it to relevant templates (optional for better testing).
Select Tables by Name or Number – Match HubSpot line items to GetAccept pricing tables by name or order.
Configuring the Pricing Table in GetAccept
Click the pencil icon beside Table to configure first pricing table.
Apply to Pricing Table – Ensure the pricing table name in the integration matches exactly with the table name in GetAccept.
Enable/Disable "Use pre-calculated values"
When enabled, GetAccept will use the values from your CRM instead of calculating the pricing table values.
Should be disabled if needing to calculate discount totals. More details below.
Enable/Disable "Lock edit after send"
When enabled, the pricing table in GetAccept will be locked for editing, allowing only admins to make further changes.
Click Manage Table Summary to map HubSpot data to the GetAccept pricing table summary.
Select Groups by Name or Number – Match HubSpot line items to GetAccept pricing groups found within a pricing table by name or order.
Note: Locate pricing table settings within the GetAccept Editor template for precise configuration.
Configuring the Pricing Group in GetAccept
Click the pencil icon beside Group to configure first pricing group of a Pricing table.
Apply to Pricing Group – Ensure the pricing Group name in the integration matches exactly with the Group name in GetAccept.
In the GetAccept template, pricing group name appears as follows:
Control the order of products using Sort Products By:
Default – Retains the original order from HubSpot.
Ascending – Sorts products alphabetically or by price.
Descending – Reverses the sorting order.
Helps ensure clear, structured pricing display for customers.
Filtering Products with Custom Rules
Use Custom Rules to filter which products populate specific pricing groups within a pricing table based on conditions.
Enable the "Use custom rule" toggle.
Example: Show only products where "Product Type" equals "Inventory"
You can use multiple rules with And/Or as an operator
Each rule can use a different operator such as equals/not equals, contains/not contains, empty/is not empty
Helps tailor pricing tables to display only relevant items per customer segment.
Mapping HubSpot Data to Pricing Table Fields
In the Manage Group Columns section, align HubSpot product fields to GetAccept pricing table columns. GetAccept includes default columns that can be mapped to desired HubSpot fields, examples below. You may also create custom columns (Product Properties) in a GetAccept template and map HubSpot fields to those.
Name → Product name
SKU → Product code or ID
Unit Price & Quantity → Pricing details
Discounts & Taxes → Additional cost adjustments
Group Summaries: Map fields like discounts and tax totals to provide a clear cost breakdown.
Configuring multiple Pricing Tables & Groups in GetAccept
Click "Add new pricing table configuration" at the bottom of the pricing table profile screen
Click the pencil icon beside the newly added Table.
Follow the above steps for pricing table and group configuration.
Configuring Discount Settings
If your HubSpot line items include discounts that you want to display in the pricing table, follow these additional steps:
Turn Off "Use Pre-Calculated Values":
For discounts to appear accurately, make sure "Use Pre-Calculated Values" is disabled. This setting is locked on the default profile, so if you want to make changes, create a new pricing table profile.
Enable Discount in the Pricing Group:
In each pricing group, ensure the Discount field is enabled by mapping the relevant discount fields from HubSpot.
In the Integration Setup:
In the GetAccept Editor Template, toggle discount for each product row in the pricing table.
If you want the total discount amount to be displayed, add it in the Subtotal section, as discounts applied to individual line items are aggregated here.
In the Integration Setup:
In the GetAccept Editor Template, toggle discount in the Show/hide Pricing Summary Items:
Renaming Subtotals and Summaries for Clean Presentation:
To simplify the view, consider renaming "Subtotal" to "Total" and hiding the "Pricing Summary" if it’s not required. This creates a cleaner, straightforward view for your clients.
Example: If your client receives different discounts on various products, the subtotal will reflect the total discount across all items, offering a clear breakdown without repetitive entries.
Activating & Saving Your Pricing Table Profile
Toggle the Pricing Table Profile ON to activate it.
Click Save Changes to apply all modifications.
Once activated, the profile will be available in the next send-out.
Testing Your Setup
Create a Test Contract – From a HubSpot Deal, initiate a contract using the configured GetAccept template.
Verify Line Items – Check if HubSpot product line items populate the correct pricing table and groups.
Preview Before Sending – Use GetAccept’s preview feature to confirm the layout.
Works only with HubSpot Deals that include linked product line items.
Currency settings rely on HubSpot deal currency if multi-currency is enabled; otherwise, defaults to account currency.
Taxes – HubSpot does not currently support tax data mapping into GetAccept pricing tables.
FAQs
Can I include multiple tables in one template?
Yes, but you need to configure additional pricing tables and groups as per the steps shown above.
Why is my pricing table not populating correctly?
Ensure that table names or order match exactly between HubSpot and GetAccept and that product attributes align with data mappings.
Can I override HubSpot pricing for a specific deal?
Yes, by manually adjusting fields in the GetAccept Editor after data is imported.