Step 1: Getting Started
Navigate to a deal, contact, or company record in HubSpot.
These are the areas where the GetAccept integration is active.
Find the GetAccept HubSpot CRM card on the right hand side of HubSpot.
Note: It may be at the bottom of your screen, you can manually move it higher or ask a HubSpot admin to set GetAccept higher on the HubSpot view.
Click on Create to start a sendout.
Choose what type of content to send:
Contract: For proposals, quotes, contracts, etc.
Non-Signable Content: For presentations.
Deal Room: A place to streamline your sales process and share all relevant sales content. (Learn more about Deal Room in the app.)
Step 2: Using templates and/or adding documents and attachments
In this step, you can choose from the following options:
Use a Template: Select a premade template saved in your GetAccept entity.
Upload a file to your Deal Room: Add a file from your computer or that is linked to the HubSpot object you are working from (e.g. a published quote).
Step 3: Adding Participants
The integration will automatically fetch the primary contact(s) associated with the HubSpot record.
Add additional recipients, if needed:
Use the search field to find and add more contacts to your sendout.
When you’re done, click Next.
Step 4: Create draft or publish Deal Room
Update the Deal Room name if needed.
Add Company name
If publishing deal room, check if you want notification email to be sent to invited participants.
Click "Finalize in GetAccept" to create draft of deal room and to complete additional details in GetAccept before publishing.
Click "Publish" to have the room be available to invited participants.
Copy links for participants and share if needed.
View overview and Track Engagement
From the GetAccept CRM card in HubSpot, click on "Actions" under the Deal Room you want to view analytics for.
Click "Open Overview".
