Support for Syncing GetAccept Event Data into Activity Timeline

Learn how GetAccept syncs deal and contract activity data into Salesforce so your team can access all information in one place.

May 21, 2026

Overview

A key strength of GetAccept’s integrations is making the data from a Deal Room or Contract Room easily accessible and valuable in Salesforce. With our commitment to being the Easiest to Use, we have streamlined the process of syncing GetAccept event data directly into the Salesforce Activity Timeline. For example, you might want to see when a document has been viewed, or when a Meeting has been added to your Deal Room.

Benefits of Activity Timeline Sync

• Automates the creation of Tasks or Events in Salesforce based on GetAccept activity.
• Provides real-time insights into Deal Room and Contract Room interactions.
• Eliminates the need for manual setup via Salesforce Flows.
• Enhances tracking of key document activities within Salesforce.

How to Enable Activity Timeline Sync

Step 1: Access GetAccept Admin App

1. Navigate to the GetAccept Admin App in Salesforce.

2. Select the new Activity Timeline option.

Step 2: Configure Sync Settings

1. You will see options to sync different events for both Contract and Deal Rooms.

2. Toggle on the specific events you want to sync into Salesforce as a Task or an Event.

Step 3: Verify Data Sync in Salesforce

1. Navigate to an Opportunity Record in Salesforce.
2. Under the Activity Timeline, you will see a real-time feed of synced GetAccept events.
3. Clicking on an event will display additional details, such as comments left on documents.