Update HubSpot properties based on GetAccept Events

Use our new Event sync profiles to update HubSpot properties based on GetAccept events like Contract Signed or Deal Room visited.

Introduction

GetAccept offers the ability for a GetAccept event that occurs for a Deal room or Contract to update a HubSpot property. What happens with your buyers in GetAccept can drive your HubSpot processes automatically. You can also add conditions based on HubSpot data itself, such as deal stage, deal value, or any HubSpot field, so the sync only fires when both the GetAccept event and the HubSpot conditions are met.

Example use cases:

• Change Deal Stage in HubSpot based on Contract Signed
• Change Deal Stage in HubSpot based on Contract rejected
• Update Deal Stage or other HubSpot property based on Mutual Action Plan task or milestone completion
• Update contact property based on visit to Deal room
• When a GetAccept contract is signed: IF CRM Stage = "Negotiation" AND Amount < $5,000 → set "Onboarding Type" = "Self-serve"; IF CRM Stage = "Negotiation" AND Amount ≥ $5,000 → set "Onboarding Type" = "Dedicated CSM"
• When a GetAccept proposal is opened by the buyer: IF CRM Stage = "Proposal" AND Amount < $15,000 → set "Forecast Category" = "Pipeline"; IF CRM Stage = "Proposal" AND Amount ≥ $15,000 → set "Forecast Category" = "Best Case"

Supported Events for Contracts

• Signed by all
• Signed by individual
• Recalled
• Rejected
• Reviewed
• Sealed
• Sent
• Expired

Supported Events for Deal Room

• Visited
• Viewed
• Published
• Unpublished
• Deleted
• Created
• Task updated

Setup

This setup will guide you through how to configure an Event sync profile so that GetAccept events can update your HubSpot properties. A profile will need to be created for every specific GetAccept event you want to use.

Create a new Event Sync profile in the GetAccept HubSpot Integration​

1. Click settings at the bottom of the GetAccept CRM card in HubSpot.

2. Select the tab named "Event sync"

3. Click "Add new event sync profile"

4. Configure Event sync Profile

5. Set a name for the profile

6. Activate the profile if it should be used right away

7. Select the trigger conditions

8. Select Contract

9. Select the "Signed by all" event

10. Select the HubSpot main object as Contact, Company, or Deal

11. Click Continue

12. Select HubSpot object where you will update HubSpot properties, in this case we have selected Deal

13. Select the HubSpot property you want to update, in this case we have selected Deal Stage

14. Select "Update CRM property" as the Action

15. Select the "Property value" you want to update the Deal Stage to, in this case we have selected "Closed won"

16. Click "Add new sync field" and follow steps 2i through 2k if additional GetAccept input fields are to be synced to HubSpot

17. Click Continue

18. Enable Product sync toggle if you want optional or variable products updated in GetAccept to update HubSpot product line items.

19. Click Save

Add HubSpot field conditions to an Event sync profile

Event-based sync now supports conditions based on HubSpot data itself, in addition to the GetAccept event. This lets you build conditional logic that combines a GetAccept event with HubSpot data (such as deal stage, deal value, or any HubSpot field) to update HubSpot records at the right moment and with the right value. The sync only executes when both the GetAccept event and the HubSpot conditions are met. GetAccept reads the live HubSpot record at the moment the event fires.

Conditional logic examples

Use HubSpot field conditions to adapt the update to the deal context. For example:

• When a GetAccept contract is signed: IF CRM Stage = "Negotiation" AND Amount < $5,000 → set "Onboarding Type" = "Self-serve"; IF CRM Stage = "Negotiation" AND Amount ≥ $5,000 → set "Onboarding Type" = "Dedicated CSM"
• When a GetAccept proposal is opened by the buyer: IF CRM Stage = "Proposal" AND Amount < $15,000 → set "Forecast Category" = "Pipeline"; IF CRM Stage = "Proposal" AND Amount ≥ $15,000 → set "Forecast Category" = "Best Case"
• When a GetAccept Deal Room is published: IF CRM Stage = "Proposal" AND Amount < $25,000 → set "Deal Priority" = "Standard"; IF CRM Stage = "Proposal" AND Amount ≥ $25,000 → set "Deal Priority" = "High"

Note: HubSpot field conditions extend the original event-based sync, they do not replace it. The original sync triggers on GetAccept events (such as when a task or milestone in the Mutual Action Plan is completed, or when the buyer revisits the room or signs a contract) and previously only supported MAP task or milestone names as additional conditions. With this release, HubSpot properties can also be part of the condition.

FAQ

Does this replace the original event-based CRM sync?

No, it extends it. The original sync already triggers on a range of GetAccept events. The only additional conditions those triggers previously supported were MAP task or milestone names. This release adds HubSpot properties to that list (deal stage, deal value, or any HubSpot field) so the sync can make smarter decisions based on the actual state of the deal in HubSpot.

Who sets up the conditional rules?

CRM admins and Revenue Operations teams configure the conditions in the GetAccept integration settings. Sales reps don't need to do anything differently.

Can I set different rules for different deal sizes or stages?

Yes. You can define separate conditions for deals above or below a value threshold, for different pipeline stages, or combinations of HubSpot fields.

Which plans include event-based sync with HubSpot field conditions?

Event-based sync with CRM field conditions is included on the Professional and Enterprise plans. It is not included on the E-sign plan, web trial, or sales trial.