While the GetAccept Chrome Extension allows you to build Deal Rooms directly within HubSpot, we now recommend using the native HubSpot CRM card.
Note: If you haven't connected your accounts yet, follow the steps in Connecting GetAccept to HubSpot to enable the integration and the native CRM card.
Why switch to the native CRM card?
The HubSpot CRM card is the future of our integration. It provides a more seamless experience and removes the need for browser-based extensions.
The HubSpot CRM card is automatically enabled when you connect GetAccept to HubSpot.
Faster performance: Because it’s a native part of the HubSpot UI, it loads faster and stays in sync more reliably.
Better design: The interface is optimized for the modern Deal Room workflow.
If you are still using the Chrome Extension, follow these steps to manage your Deal Rooms.
Create a Deal Room
To start a new Deal Room, open the GetAccept extension while viewing a Deal, Contact, or Company record in HubSpot.
Open the GetAccept extension and log in if prompted.
Click Create and select Deal Room from the content options.
Select a Deal Room template to instantly load your pre-defined sales content and structure.
Add participants by searching for and selecting HubSpot contacts associated with the record.
Choose to Publish the room now or save it as a Draft to add more personal touches inside GetAccept later.
Craft a notification message to introduce the Deal Room to your buyers.
Copy the unique room link to share it through your preferred channel, like email or a LinkedIn message.
Manage your Deal Room
Once a room is active, you can track buyer engagement and update access directly from the extension.
Add new participants from your HubSpot contacts as more stakeholders join the buying committee.
View Real-time Analytics to see which participants have spent time in the room over the last 5 days.
Use the Publish/Unpublish toggle to control when your content is visible to the buyer.