Integrating your HubSpot deal data with GetAccept eliminates manual data entry and ensures your contracts always reflect the correct deal value. To successfully automate your quotes, it helps to visualize the setup as a three-level hierarchy: a Profile (the rules) contains a Table Configuration (the container), which holds Group Configurations (the specific product sections).
Before you start
To successfully map your pricing data, you must meet three requirements:
Admin Access: A System Administrator must connect the GetAccept integration to HubSpot.
Active Deal: You must be working from a HubSpot Deal that contains Product Line Items.
Prepared Template: You need a GetAccept template that already contains a Pricing Table element.
Level 1: Create a Pricing Table Profile
The Profile is the main wrapper for your settings and determines when your pricing logic applies.
Open HubSpot and go to a Deal, Contact, or Company.
Locate the GetAccept CRM card and click Settings.
Click Pricing Table and select Add New Pricing Table Profile.
Enter a Profile Name (e.g., "Standard Sales Quote") and select Deal as the HubSpot sending object.
(Optional) Link this profile to specific Template IDs if you only want it to trigger for certain documents.
Identify your tables: You can choose to identify your tables either by name or number.
Note: Using names lets you easily reorder the pricing tables without needing to update the configuration.
Level 2: Configure your Pricing Table
The Table Configuration maps to the entire pricing element in your document and controls global settings.
Click the pencil icon next to the Table section in your new profile.
Match the Table Name: Enter the name in the Apply to pricing table field. This must exactly match the Pricing table name in your GetAccept template (e.g., "T3chFlow Enterprise").
Use Pre-calculated Values:
Disable this if you want GetAccept to calculate totals (essential if you are using discounts).
Enable this if you want to strictly use the exact values from HubSpot without any recalculation.
Lock Edit After Send: Turn this ON to prevent teammates from changing prices after the document is generated.
Click the Manage table summary button to open the data mapping window.
Map the Discount field: Use the dropdown to select which HubSpot field should populate the total discount.
Toggle the Discount flat fee switch to ON if you want to display the discount as a specific currency amount rather than a percentage.
Map the Tax field: Select the HubSpot field that contains your deal's tax information.
Toggle the Tax flat fee switch to ON to display a fixed tax amount.
Map the Price field: Ensure the Price (Total Amount) is mapped to the "Amount" field from your HubSpot deal to show the final grand total.
Toggle visibility in your template: In the GetAccept Editor, open the "Show/hide pricing summary items" menu to ensure these lines (Subtotal, Discount, Tax) are actually visible to the recipient.
Note: If your HubSpot line items already include tax but you want to display a summary at the bottom, ensure you have also enabled the "Total tax for pricing groups" toggle in your template settings.
Level 3: Set up Group Configurations
The Group Configuration maps to specific sections (e.g., "Recurring" or "One-time fee") where product data is placed.
You can choose to identify your groups either by Name or Number.
By Name: Enter the exact name of the group as it appears in your GetAccept template (e.g., "Recurring").
The Benefit: Using names lets you easily reorder pricing groups within your template without needing to update the HubSpot integration configuration.
Click the pencil icon next to the Group section.
Match Group Name: Ensure the name in Apply to pricing group matches your template's section header.
Sorting and Object Types: You have granular control over how items are displayed within each specific group.
Sort by: Use this dropdown to choose how products are ordered within the group (e.g., Default, Ascending, or Descending).
Product object type: By default, GetAccept uses HubSpot Line Items.
Alternative Options: If your business uses a different HubSpot object to store pricing data, you can select a specific product object type from the dropdown to ensure the integration pulls from the correct source.
Custom Rules are powerful filters that allow you to automatically "split" products from a single HubSpot Deal into different groups in your GetAccept table.
Toggle Use custom rule to ON within the Group configuration.
Define Conditions: Set the specific criteria a product must meet to be included in this group.
Advanced Logic: You can use operators like "equals," "contains," or "is not empty" to target specific HubSpot product properties.
Manage Group Summary: This displays subtotals specific to just one section.
Click Manage group summary and map the Price field to HubSpot's "Amount".
Enable in Group: In the GetAccept Editor, you must toggle ON both Discount and Pricing group summary within the "Show/hide pricing group items" menu to make these values visible.
Map Data Fields (Columns): Match your HubSpot product fields to GetAccept columns to ensure data flows correctly.
Click Manage group columns.
Map fields like SKU, Units (Quantity), and Price (Unit Price).
Click + Add custom column for unique HubSpot product properties.
Activate and test your setup
Toggle the Pricing Table Profile to ON and click Save.
Go to a HubSpot Deal with product line items and create a new GetAccept document.
Check the preview to verify that all items, prices, and discounts appear in the correct rows.