New GetAccept integration for Upsales can be found on the Google Chrome store. Click here to enable the Chrome Extension.

Setup GetAccept Upsales Integration

Generate an API key from Upsales to connect the GetAccept integration. Details on how to do that can be found here.
Log in to GetAccept
In the upper-right corner, select settings from the dropdown
Select Integrations
Find Upsales and click Connect
Enter the Upsales generated API key
Click Connect
1. This will authorize GetAccept to work with your Upsales environment as well as ensure signed contracts are automatically sent to the Upsales object where GetAccept was used.
Click here and install the Chrome Extension
Log into Upsales and open an opportunity, company, or contact
Use your GetAccept credentials and login to the chrome extension on to the right side

Note: This step requires someone who has admin rights in both Upsales and GetAccept.

Previous GetAccept Upsales Customers

If you are already using the previous version of the GetAccept Upsales integration, you may be able to skip steps 1-6 above. If you're not sure, it is better to either reauthorize GetAccept or to go through this process again.

Testing the new integration

While you are transitioning your team to the new integration, note that you may continue to use the old version of our integration. You can find that chrome extension here.

Simply ensure that you and your team never have both chrome extensions enabled at the same time. Functionally the old integration will continue working as expected.

Please note!

The merge tag in the new Chrome extension does not have the same appearance as the old one. Here is an example where in the old one, there was an underscore, but now there is a dot in the merge tag.

Old Chrome extension:

{{accounts_name}}

New Chrome extension:

{{accounts.name}}

Make sure to cross-check your templates in GetAccept so that the merge tags are aligned with the new merge tag list in the GetAccept integration in Upsales.

No longer supported

Please note that this version of the GetAccept Upsales integration does not support Google Docs or Word document integrations.

Downloading the Chrome Extension

How to add Custom CRM Merge Tags to the Editor to fetch data from integrations

New GetAccept integration for Pipedrive

Use Pricing Tables & Pricing Groups within Upsales

Capturing Recipient Filled Data in Upsales