Introduction
GetAccept offers the ability for a GetAccept event that occurs for a Deal room or Contract to update a HubSpot property. What happens with your buyers in GetAccept can drive your HubSpot processes automatically. You can also add conditions based on HubSpot data itself, such as deal stage, deal value, or any HubSpot field, so the sync only fires when both the GetAccept event and the HubSpot conditions are met.
Example use cases:
Change Deal Stage in HubSpot based on Contract Signed
Change Deal Stage in HubSpot based on Contract rejected
Update Deal Stage or other HubSpot property based on Mutual Action Plan task or milestone completion
Update contact property based on visit to Deal room
When a GetAccept contract is signed: IF CRM Stage = "Negotiation" AND Amount < $5,000 → set "Onboarding Type" = "Self-serve"; IF CRM Stage = "Negotiation" AND Amount ≥ $5,000 → set "Onboarding Type" = "Dedicated CSM"
When a GetAccept proposal is opened by the buyer: IF CRM Stage = "Proposal" AND Amount < $15,000 → set "Forecast Category" = "Pipeline"; IF CRM Stage = "Proposal" AND Amount ≥ $15,000 → set "Forecast Category" = "Best Case"
Supported Events for Contracts
Signed by all
Signed by individual
Recalled
Rejected
Reviewed
Sealed
Sent
Expired
Supported Events for Deal Room
Visited
Viewed
Published
Unpublished
Deleted
Created
Task updated
Setup
This setup will guide you through how to configure an Event sync profile so that GetAccept events can update your HubSpot properties. A profile will need to be created for every specific GetAccept event you want to use.
Create a new Event 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 "Event sync"
Click "Add new event sync profile"
Configure Event sync Profile
Set a name for the profile
Activate the profile if it should be used right away
Select the trigger conditions
Select Contract
Select the "Signed by all" event
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
Click Continue
Select HubSpot object where you will update HubSpot properties, in this case we have selected Deal
If you need to update multiple HubSpot objects, you will complete set up for the first object and then click on "Add new sync object"
Select the HubSpot property you want to update, in this case we have selected Deal Stage
Select "Update CRM property" as the Action
Note: Selecting "Pull Data from GetAccept field" as the Action means that you will update the HubSpot property based on recipient filled data in GetAccept
Select the "Property value" you want to update the Deal Stage to, in this case we have selected "Closed won"
For this HubSpot property, it is a dropdown and you will be able to select the exact deal stage you want. If the HubSpot property is a number type, or another type with pre set values, you will see that. If it is a free string field, you will be able to enter the desired input.
Click "Add new sync field" and follow steps 2i through 2k if additional GetAccept input fields are to be synced to HubSpot
Click Continue
Enable Product sync toggle if you want optional or variable products updated in GetAccept to update HubSpot product line items
Click Save
Add HubSpot field conditions to an Event sync profile
Event-based sync now supports conditions based on HubSpot data itself, in addition to the GetAccept event. This lets you build conditional logic that combines a GetAccept event with HubSpot data (such as deal stage, deal value, or any HubSpot field) to update HubSpot records at the right moment and with the right value. The sync only executes when both the GetAccept event and the HubSpot conditions are met. GetAccept reads the live HubSpot record at the moment the event fires.
Conditional logic examples
Use HubSpot field conditions to adapt the update to the deal context. For example:
When a GetAccept contract is signed: IF CRM Stage = "Negotiation" AND Amount < $5,000 → set "Onboarding Type" = "Self-serve"; IF CRM Stage = "Negotiation" AND Amount ≥ $5,000 → set "Onboarding Type" = "Dedicated CSM"
When a GetAccept proposal is opened by the buyer: IF CRM Stage = "Proposal" AND Amount < $15,000 → set "Forecast Category" = "Pipeline"; IF CRM Stage = "Proposal" AND Amount ≥ $15,000 → set "Forecast Category" = "Best Case"
When a GetAccept Deal Room is published: IF CRM Stage = "Proposal" AND Amount < $25,000 → set "Deal Priority" = "Standard"; IF CRM Stage = "Proposal" AND Amount ≥ $25,000 → set "Deal Priority" = "High"
Note: HubSpot field conditions extend the original event-based sync, they do not replace it. The original sync triggers on GetAccept events (such as when a task or milestone in the Mutual Action Plan is completed, or when the buyer revisits the room or signs a contract) and previously only supported MAP task or milestone names as additional conditions. With this release, HubSpot properties can also be part of the condition.
FAQ
Does this replace the original event-based CRM sync?
No, it extends it. The original sync already triggers on a range of GetAccept events. The only additional conditions those triggers previously supported were MAP task or milestone names. This release adds HubSpot properties to that list (deal stage, deal value, or any HubSpot field) so the sync can make smarter decisions based on the actual state of the deal in HubSpot.
Who sets up the conditional rules?
CRM admins and Revenue Operations teams configure the conditions in the GetAccept integration settings. Sales reps don't need to do anything differently.
Can I set different rules for different deal sizes or stages?
Yes. You can define separate conditions for deals above or below a value threshold, for different pipeline stages, or combinations of HubSpot fields.
Which plans include event-based sync with HubSpot field conditions?
Event-based sync with CRM field conditions is included on the Professional and Enterprise plans. It is not included on the E-sign plan, web trial, or sales trial.