GetAccept Automations
Automations at scale help move your sales process quickly from one step to the next. Minimize time and resource consumption, accelerate turnaround, reduce dependencies and improve sales efficiency with workflow automations that easily connect with CRM and ERP systems.
4 ways to use GetAccept Automations
Push automated follow-up documents and notifications via email, chat, and more. For example, trigger your payment workflow by sending an invoice to customers after a contract is signed.
Create actions around your business inquiry forms to trigger a sendout from a GetAccept template. The input form data will populate the document.
Deliver mass sendouts to your email lists, directly upon completion of an action or at a scheduled time, so you can increase your reach and eliminate human error.
Trigger actions to update records and ensure accuracy in your system, or trigger actions to GetAccept, initiating a sendout, populating it with data from your system, and delivering it to your customer.
4 ways to use GetAccept Automations
Push automated follow-up documents and notifications via email, chat, and more. For example, trigger your payment workflow by sending an invoice to customers after a contract is signed.
Create actions around your business inquiry forms to trigger a sendout from a GetAccept template. The input form data will populate the document.
Deliver mass sendouts to your email lists, directly upon completion of an action or at a scheduled time, so you can increase your reach and eliminate human error.
Trigger actions to update records and ensure accuracy in your system, or trigger actions to GetAccept, initiating a sendout, populating it with data from your system, and delivering it to your customer.
20% of a rep’s time is spent on reporting, administrative and CRM-related tasks
Endless opportunities
Sales teams have an increasingly large tech stack. GetAccept connects with 600+ tools, giving you the opportunity to create complex workflows that eliminate inefficiencies and streamline your sales process, from inquiry all the way to invoicing.
Growth lever
Give your sales organization the right tools to grow. Improve your sales rep’s efficiency by removing tedious and time-consuming manual tasks to boost individual and team quota attainment rather than piling up headcount.
Less time, cleaner data
Automations allow GetAccept to sync with your system to auto-populate data entry. Your team won’t have to copy data from one system to another, or waste time going back and forth between systems to correct incorrect data.
500+ Integrations
GetAccept works with your tech stack
Check out all our integrations and automations to see the 600+ tools we connect with to help you create a painless sales process that removes tedious and manual tasks.
Find your integrationFrequently asked questions about automations
GetAccept connects with over 600+ tools such as Google Sheets, Slack, Zoom, and many more as well as deeper integrations with major CRM’s like Salesforce, HubSport, Microsoft Dynamics and Pipedrive. You can check out all the tools we connect with on our integration and automation page.
The most common automations with GetAccept are Bulk Sendouts (instant or polled), automated follow-up documents, automated notifications, auto-triggering CRM updates, and auto-sending of a document from a custom trigger.
One use case is to increase user adoption and reduce invoicing problems. You could use e-signing of a contract as a trigger for two follow up actions: action one would automatically send an onboarding guide to your newly signed customer (thus increasing user adoption) and the second action would be to send a custom notification, via slack for example, to the finance team with an update on the deal and a link to invoicing details to ensure payment can be processed as soon as possible.
The main benefits of automating workflows are to reduce time-wasting and eliminate errors. According to a Trends in Workflow automation report from Salesforce, 75% of technical leaders see time savings equivalent at at least four hours per 40-hour weeks with automation.What if I don’t find an integration or automation with GetAccept?You can integrate GetAccept into your own IT environment. Read more about our API and get in touch with our API experts to find the best solution together.
