Skip to main content

Deal Room with HubSpot via GetAccept's Chrome Extension

Create and manage your GetAccept Deal Room from our HubSpot integration

Updated this week

Note: GetAccept has a HubSpot CRM card that may be used to create a Deal Room. It is automatically enabled when you connect GetAccept to HubSpot and can be used instead of our Chrome extension. It has improved designs and capabilities. Learn more here and give it a try.
​
​We're excited about GetAccepts' new Deal Room and how it enables you to close more deals from HubSpot. Read more about it here.
​

​

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

Related Articles
Enable GetAccept Chrome Extension for HubSpot
How to Send a Document from HubSpot via GetAccept's Chrome Extension
Deal Room with Salesforce
How to Send a Document from HubSpot via GetAccept
How to create a Deal Room from HubSpot via GetAccept
Did this answer your question?