HubSpot CRM and GetAccept

Accelerate and close more deals with our next generation document tracking and e-signature tool, all in-built in Hubspot CRM

HubSpot CRM e-signatures in one Minute

ACCELERATE AND CLOSE MORE DEALS

Track your documents

See when, and how people engage with your sales documents and follow up with perfect timing, direct from HubSpot CRM.

Engage your buyers

Present your sales document with a video introduction and use the built-in live chat to keep the conversation going from initial pitch to won deal.

Close more deals

Make it easy for all parties to close the deal with simple and secure electronic signatures, directly from HubSpot CRM.


SEND SALES DOCUMENTS FROM HUBSPOT CRM

Send a document within a minute directly from your favorite CRM. Add recipients from HubSpot CRM and populate a GetAccept template with customer data. Hit send and you are done. Now you have full control of your sent sales document and every move is notified right when it happens.

Send document within a minute from HubSpot CRM


Always keep you up-to-date with push notifications on your iPhone

DOCUMENT TRACKING AND AUTOMATION

Get important push notifications when prospects are reading your tracked attachments so you can reach out when your offering is top of mind.

Interact with prospects quickly from your mobile device. Connect a call, send a text message with a reminder if they don't open your sales document or answer questions using the Live-Chat. GetAccept is wherever YOU are!


HOW IT WORKS

HubSpot CRM and GetAccept are powerful sales tools to help salespeople close more deals
  • 1. Add the GetAccept Chrome extension (You must use Google Chrome as your web browser).
  • 2. The extension will be activated when you are logged in to HubSpot CRM.
  • 3. Click the GetAccept button () in the top right corner of your web browser and use your GetAccept credentials to login or create your free GetAccept Account.
  • 4. On a Contact / Company/ Deal you will see a GetAccept right panel where you can send and track your sales document.
  • 5. Choose recipients and their roles, select a template or upload a document and don't forget to add a video presentation using the GetAccept smartphone app before hitting send.
  • 6. The document status will be presented in HubSpot CRM, events will appear in the timeline and you can view detailed tracking by clicking the sent document.

Feel free to contact us if you need any support to get going or if you want a demo of GetAccept and the integration