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 Microsoft Dynamics 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 Event sync profile so that your recipient filled data from the GetAccept document is populating the correct Microsoft Dynamics fields upon document signing. You may select a different GetAccept event, however, it won't be certain that the recipient fields have in fact been filled yet.
Building Event sync profiles for how GetAccept filled fields map to Microsoft Dynamics fields automatically.
Prerequisites
Only GetAccept Enterprise customers have access to this capability.
You need to have installed the GetAccept integration (Details here) and to connect GetAccept to Microsoft Dynamics. Steps for connecting GetAccept to MSD below.
Log in to GetAccept
Click Settings in the right hand menu
Select Integrations
Click Connect below the option for Microsoft Dynamics
Enter the domain name for your MSD environment
Click Save
MSD is now connected and our Event Sync feature is enabled
Create a new Event Sync profile in the GetAccept Microsoft Dynamics native Integration
Go to an object (e.g. Account or Opportunity) in your MSD environment where the GetAccept integration is enabled.
Open the GetAccept tab and log in to the integration with your GetAccept credentials
Note: You need to be an admin in GA
Click the menu in the top right of the integration
Select Settings
Select the Event sync tab
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
Collecting Recipient filled data with a Deal Room is currently not supported.
Select the "Signed by all" event
Select the Dynamics entity to configure as Account, Contact, Opportunity, or Other
This is where you will be sending your document from in Dynamics with GetAccept
If you send contracts with GA from multiple places in Dynamics, create a separate profile for each main object
Click Continue
Select Dynamics object where you will update Dynamics properties with recipient filled data, in this case we have selected Account
If you need to update multiple Dynamics objects, you will complete set up for the first object and then click on "Add new sync object"
Select the Dynamics property you want to update, in this case we have selected Account Number
Select "Pull data from GetAccept" as the Action
Note: Selecting "Update CRM property" as the Action means that you will update the HubSpot property directly and not based on filled data in GetAccept
Enter the field name (label) from your GetAccept template that will be filled with data that will be synced back to HubSpot as shown below
Click "Add new sync field" and follow steps 2i through 2k if additional GetAccept input fields are to be synced to HubSpot
Click Continue
Click Save
Test the Event sync profile
Send a GetAccept contract from a Dynamics contact, Account, or Opportunity that has an event sync profile configured
Return to the Event sync profile page
Select the Event sync profile configured in step 7
Click test
Enter the document id sent in step 8a
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 Dynamics
Note: For steps 8b to 8f, you could also sign the contract yourself after making the send in 3a and validate manually in Dynamics if the fields were updated.