Integrations

How we can connect to the rest of your software stack

Jonas Blanck avatar Samir Smajic avatar Alan Sincich avatar +3
66 articles in this collection
Written by Jonas Blanck, Samir Smajic, Alan Sincich and 3 others
CRM Chrome Extension (Hubspot, Pipedrive, LimeGo, Freshsales, Upsales)

Hubspot Workflow - Update Deal stage on Document Signed

Use workflow triggers in Hubspot to update Deal stage based on GetAccept document signed event
Tarek Elghawaby avatar
Written by Tarek Elghawaby
Updated over a week ago

Connect to your CRM

What you can expect when connecting GetAccept to your CRM
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Downloading the Chrome Extension

How to install the GetAccept Chrome Extension for your CRM
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Logging into the Chrome Extension

Logging in or creating an account in the GetAccept Extension
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Creating a Sendout from the Extension

How to begin creating a new document to send in the extension
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Adding Recipients in the Extension

How to add recipients to send the document to
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Uploading your Document in the Extension

How to upload a document or GetAccept template to send out
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Google Doc Preview - Editing from CRM

Editing a Google Doc from our Hubspot or Pipedrive integration
Tarek Elghawaby avatar
Written by Tarek Elghawaby
Updated over a week ago

Adding Video to Your Doc in the Extension

How to add a personal introductory video to your document
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Editing the Email Message in the Extension

How to edit the doc name, subject line, and message of the email
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Delivering your Sendout in the Extension

How to send out and create a follow up task in your CRM
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Delivering Documents by Sharing a Link with GetAccept Chrome Extensions

How to send documents out using a provided URL using GetAccept Chrome extensions for Pipedrive, HubSpot, Freshsales, Upsales and LimeGo
Tarek Elghawaby avatar
Written by Tarek Elghawaby
Updated over a week ago

Viewing a Sent Doc from the Extension

How to view the analytics and status of the sent document
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

How to Use Editor Custom Merge Tags

Learn how to add custom CRM merge tags within the inline editor
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Auto-Populating a GetAccept Template

How to auto fill a GetAccept template with data from your CRM
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Use the Google Docs Editor in Your CRM

How to edit your Google Docs from within your CRM
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Hubspot extension troubleshooting

How to fix errors related to the hubspot extension
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Trigger HubSpot workflows from a GetAccept document

Use smart workflow triggers in Hubspot based on document actions
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago
New Salesforce Integration

Delivering Documents by Sharing a Link with GetAccept's Salesforce Integration

How to send documents out using a provided URL using GetAccept's Salesforce Integration
Tarek Elghawaby avatar
Written by Tarek Elghawaby
Updated over a week ago

Salesforce Status Update & Signed Document Upload Troubleshooting

If you cannot see status updates after a customer has opened or signed a document or if a signed document is not uploading to Salesforce.
Tarek Elghawaby avatar
Written by Tarek Elghawaby
Updated over a week ago

Create follow up task if document remains in reviewed status in Salesforce

How to enable GetAccept Flow Template "GA0006: On Doc Remaining in Reviewed status".
Tarek Elghawaby avatar
Written by Tarek Elghawaby
Updated over a week ago

Viewing Document Analytics from Salesforce

How to view the analytics and status of the sent document
Tarek Elghawaby avatar
Written by Tarek Elghawaby
Updated over a week ago

Adding a GetAccept Flow Template in Salesforce

Utilize a GetAccept Flow Template to automate your sales proces
Tarek Elghawaby avatar
Written by Tarek Elghawaby
Updated over a week ago

Adding video to your Sendout in Salesforce

How to add a personal introductory video to your sendout
Tarek Elghawaby avatar
Written by Tarek Elghawaby
Updated over a week ago

Updating GetAccept for Salesforce

Ensure you have the most recent version of our GetAccept app for Salesforce. This quick guide runs through the steps required to update.
James McShane avatar
Written by James McShane
Updated over a week ago

Installing GetAccept for Salesforce

Step by step instructions on how to install GetAccept for Salesforce
James McShane avatar
Written by James McShane
Updated over a week ago