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Deal Room with Hubspot
Deal Room with Hubspot
Create and manage your GetAccept Deal Room from our Hubspot integration
Tarek Elghawaby avatar
Written by Tarek Elghawaby
Updated over a week ago

We're excited to launch a beta of GetAccepts' new Deal Room. Read more about it here. As part of this release we are allowing customers that have opted in for the Deal Room beta to be able to do the following from the GetAccept integration for Hubspot.

Steps to create a Deal Room from Hubspot

  1. Create a Deal Room

    1. Using Deal Room templates

    2. Adding participants using contacts from Hubspot

    3. Publishing the room or creating a draft to finalize later in GetAccept

    4. Sending a notification message to invited participants

    5. Saving links for the room to share with participants in the desired channel

  2. Managing the Deal Room

    1. Add new participants using contacts from Hubspot to the Deal Room as the sales process progresses

    2. View analytics of time spent in the room by your participants over the last 5 days

    3. Unpublish or publish a room

Pre-requisites:
1. An admin in your GetAccept must first opt in for the Deal Room before you will have access in Salesforce. Read more about it here

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