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How to fetch custom merge tags from HubSpot
How to fetch custom merge tags from HubSpot

A guide explaining how you can fetch data from HubSpot when sending documents via GetAccept

Updated over a week ago

How to fetch the custom merge tags from HubSpot

  1. Click on the three dots in the upper right corner of the GetAccept integration within HubSpot

  2. Select Template fields

  3. A new window will open to the left where you can see all available data to fetch

  4. Simply copy the tag and then follow the guide below on how to add them to your template in GetAccept

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.

  1. Click anywhere in your editor block where you want to add the data

  2. Click on the { } symbol in the formatting bar menu above the editor block

  3. Click on Create new custom merge tag

  4. Paste the merge tag in the field

  5. Click on Add when you are done

  6. Click on Save

  • Please note!

    If you have added the specific merge tag before you can find it easily by clicking on Custom merge tag

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.

Pro Tips:

  • Type {{ anywhere in the editor to quickly pop up the merge tags dropdown.

  • Copy and paste your custom tag if you need to use the same one elsewhere.

  • The Merge Tag is where you copy and paste the CRM tag you want to merge in.

  • The Fallback Value is where you put a fallback text to be merged in if the CRM data is empty or if you want a manual override text to display.

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