Introduction
GetAccept offers the ability for a recipient of a document to fill in data in added text field boxes that you add to a template. You may now capture this recipient-filled data, on signing, and process it back in HubSpot exactly the way you need. As a result it is now possible for recipients to update their own records in HubSpot under your supervision. This feature works with both scenarios:
Text fields on placed on a PDF template
Form fields inserted within an editor block
Setup
This setup will guide you through how to configure a Data Sync profile so that your recipient filled data from the GetAccept document is populating the correct HubSpot fields upon document signing.
Building Data Sync profiles for how GetAccept filled fields map to HubSpot fields automatically
Create a new Data Sync profile in the GetAccept HubSpot Integration
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.
Select the tab named "Data Sync"
Click "Add Data Sync profile"
Configure Data Sync Profile
Select the HubSpot main object as Contact, Company, or Deal
This is where you will be sending your document from in HubSpot with GetAccept
If you send contracts with GA from multiple places in HubSpot, create a separate profile for each main object
Enter the field name (label) from your GetAccept template that will be filled with data that will be synced back to HubSpot
Select the HubSpot object where the HubSpot field to be updated is located
Select the HubSpot field from the dropdown that will be updated
Click "Add new sync field" and follow steps 2a through 2d if additional GetAccept input fields are to be synced to HubSpot
Click Save
Test the data sync profile
Send a GetAccept contract from a HubSpot contact, company, or deal that has a data sync profile configured
Return to the Data Sync profile page
Select the data sync profile configured in step 2
Click test
Enter the document id sent in step 3a
When you open the send document as the recipient, the document id will be in the url as shown in the below example in bold (e.g. ttps://test.getaccept.com/v/xj5xtsv829x3/2e95dr2v8y2vek/a/aw851d736d9918e8b6421b7610883re7
Validate that all fields have successfully been updated in HubSpot
Note: For steps 3b to 3f, you could also sign the contract yourself after making the send in 3a and validate manually in HubSpot if the fields were updated.