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Connecting GetAccept to HubSpot

Learn how to connect GetAccept to HubSpot so you can build Digital Sales Rooms and deliver documents directly within HubSpot.

Last updated: May 2025
Applies to: HubSpot super admins and GetAccept entity admins

Important Requirements

  • You must be a super admin in HubSpot and an admin in the GetAccept entity.

  • Your HubSpot email address must match your GetAccept email address.

  • Authorization must be completed in GetAccept settings → Integrations.

How to Connect GetAccept to HubSpot

  1. Go to GetAccept Integrations Settings.

  2. Under All integrations or CRM, find HubSpot integration.

  3. Click Connect.

  4. In the popup, click Connect again.

  5. A new tab will open prompting you to connect GetAccept to HubSpot.

    • Choose the HubSpot account you want to connect.

    • Grant the required HubSpot scopes (permissions).


  6. Return to GetAccept Integrations Settings and open HubSpot settings.

    • You should now see your Hub ID and the email address of the user who connected the account.

Verifying the Connection in HubSpot

  • Log in to HubSpot.

  • You should now see the GetAccept CRM card on the right-hand side of your HubSpot records.

  • If you do not see the Create button in the CRM card, contact GetAccept Support or your Customer Success Manager for assistance.

Summary

To connect GetAccept with HubSpot, you’ll need to be both a HubSpot super admin and a GetAccept admin, authorize the integration through GetAccept, and verify the CRM card inside HubSpot. Once connected, you can build Digital Sales Rooms and send documents directly from HubSpot.