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
Create a Deal Room
Using Deal Room templates
Adding participants using contacts from Hubspot
Publishing the room or creating a draft to finalize later in GetAccept
Sending a notification message to invited participants
Saving links for the room to share with participants in the desired channel
Managing the Deal Room
Add new participants using contacts from Hubspot to the Deal Room as the sales process progresses
View analytics of time spent in the room by your participants over the last 5 days
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