Update Pipedrive properties based on GetAccept Events

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

May 11, 2026

Introduction

GetAccept offers the ability for a GetAccept event that occurs for a Deal room or Contract to update a Pipedrive property. What happens with your buyers in GetAccept can drive your Pipedrive processes automatically.

You can also layer CRM data conditions on top of GetAccept events so the sync only fires when both the event and the Pipedrive field values match your rules. This lets you build conditional logic that adapts to deal context, such as deal stage or deal value.

Example use cases:

• Change Deal Stage in Pipedrive based on Contract Signed
• Change Deal Stage in Pipedrive based on Contract rejected
• Update Deal Stage or other Pipedrive 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 Stage = "Negotiation" AND Amount < $5,000, set "Onboarding Type" = "Self-serve"; IF Stage = "Negotiation" AND Amount ≥ $5,000, set "Onboarding Type" = "Dedicated CSM"
• When a GetAccept proposal is opened by the buyer: IF Stage = "Proposal" AND Amount < $15,000, set "Forecast Category" = "Pipeline"; IF 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• Unpublished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 Pipedrive 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 Pipedrive Integration​

1. Create a new Event Sync profile in the GetAccept Pipedrive Integration

   1. Log in to the GetAccept Pipedrive integration.
   2. Select the drop-down menu in the top right of the integration.
   3. Select the tab named " Event sync"
   4. Click " Add new event sync profile"

2. Configure Event sync Profile

   1. Set a name for the profile
   2. Activate the profile if it should be used right away
   3. Select the trigger conditions
   4. Select Contract
   5. Select the " Sent" event
   6. Select the Pipedrive main object as Contact, Company, or Deal
   7. Click Continue
   8. Select Pipedrive object where you will update Pipedrive properties, in this case we have selected Deal
   9. Select the Pipedrive property you want to update, in this case we have selected Deal Stage
   10. Select " Update CRM property" as the Action
   11. Select the " Property value" you want to update the Deal Stage to, in this case we have selected "Proposal made"
   12. Click "Add new sync field" and follow steps 2i through 2k if additional GetAccept input fields are to be synced to Pipedrive
   13. Click Continue

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

   1. Click Save

Add CRM field conditions to a sync profile

Event sync profiles can include conditions based on Pipedrive field values, so the profile only updates a property when both the GetAccept event fires and the CRM data matches your rules. This is useful when you want different outcomes depending on the deal context, such as deal value or deal stage.

Example conditional rules

You can combine GetAccept events with Pipedrive field values to express logic like the following:

• When a GetAccept contract is signed:

  • IF Stage = "Negotiation" AND Amount < $5,000, set "Onboarding Type" = "Self-serve"
  • IF Stage = "Negotiation" AND Amount ≥ $5,000, set "Onboarding Type" = "Dedicated CSM"

• When a GetAccept proposal is opened by the buyer:

  • IF Stage = "Proposal" AND Amount < $15,000, set "Forecast Category" = "Pipeline"
  • IF Stage = "Proposal" AND Amount ≥ $15,000, set "Forecast Category" = "Best Case"

• When a GetAccept Deal Room is published:

  • IF Stage = "Proposal" AND Amount < $25,000, set "Deal Priority" = "Standard"
  • IF Stage = "Proposal" AND Amount ≥ $25,000, set "Deal Priority" = "High"

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. This release adds Pipedrive field conditions (deal stage, deal value, or any CRM field) so the sync can make smarter decisions based on the actual state of the deal in Pipedrive.

Who should set up the conditional rules?
CRM admins and Revenue Operations teams configure the conditions in the GetAccept integration settings. Sales reps do not 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 Pipedrive fields.

Is this feature available on my plan?
CRM field conditions are included on the Professional and Enterprise plans. The feature is not included on the E-sign plan, Web trial, or Sales trial.