How to find the Custom Merge Tags within Your CRM
Once you see the Merge Tag and Fallback Value inputs, you need to find the merge tags you want to place in your document.
Our Chrome Extension CRM integrations all have the same steps to find the list of available merge tags.
You will see a list of merge variables related to the deal, contact, company, or all of them, depending on which object you are currently on. Find the one you need and then copy it.
How to add the custom merge tag to your Template
Head back into GetAccept and go to the template you created earlier with the editor block.
Once you are back in your CRM integration, go through the normal create new send-out flow and choose the template you added the custom merge tag to.