Integrations settings

How to find and connect integrations within the platform

May 21, 2026

Table of contents

• How to navigate to your Integration settings
• What Integrations you can connect to
• CRM integrations
• Lime CRM
• Salesforce
• Microsoft Dynamics CRM
• Pipedrive
• Upsales
• Freshsales
• Freshworks
• Close
• HubSpot
• SuperOffice
• Sympa
• Event-based CRM sync with CRM field conditions
• Integrations for Marketing and Lead generation
• Salesforce Pardot
• HubSpot Marketing
• Integrations for Payments
• Stripe Checkout
• Authorize.Net Checkout
• Integrations for Engage
• Instant phone call
• Integrations for Workflow
• Google Docs Editor
• Microsoft Power Automate
• Zapier
• Google Drive Sync
• Email Document Import
• Brandfolder
• Integrations for Provisioning and SSO
• SAML Authentication
• OneLogin
• Azure Active Directory
• SCIM User Provisioning
• Other integrations
• GATV
• API - Build your own integration
• FAQ: Event-based CRM sync with CRM field conditions

How to navigate to your Integration settings

What Integrations you can connect to

CRM integrations

Combine the power of GetAccept with your favorite CRM system:

Lime CRM

• Fully integrated into one of the market-leading CRM systems in the Nordics.

Creates a two-way integration between Lime CRM and GetAccept.

Read more about it here.

Salesforce

• Fully integrated in the most used CRM systems in the world.

Powerful two-way integration to get the full power of GetAccept inside Salesforce.

Read more about it here.

Microsoft Dynamics CRM

• Working with Microsoft Dynamics and looking for an integration? We got it!

Read more about it here.

Pipedrive

• Sales document tracking and eSignatures.

Enable this integration to sync contacts and deals with Pipedrive.

Read more about it here.

Upsales

• Sales document tracking and eSignatures.

Enable this integration to sync contacts and deals with Upsales.

Read more about it here.

Freshsales

• CRM for high-velocity sales teams.

Enable this integration to sync contacts and events with Freshworks CRM.

Freshworks

• CRM for high-velocity sales teams.

Enable this integration to sync contacts and events with Freshworks CRM.

Close

• Close More Deals. Make More Sales.

Enable this integration to connect documents in GetAccept with leads in Close.

• Read more about it here.

HubSpot

• Sales document tracking and eSignatures.

Enable this integration to sync contacts and deals with HubSpot.

Read more about it here.

SuperOffice

• GetAccept for SuperOffice.

Close deals faster with this next-generation document tracking and e-signature tool built into SuperOffice CRM Online.

Read more about it here.

Sympa

• Master your global HR operations in one software.

Enable this integration to send contracts directly from Sympa.

Read more about it here.

Event-based CRM sync with CRM field conditions

Event-based CRM sync lets you automatically update CRM fields based on what happens in GetAccept, such as when a contract is signed, a Deal Room is published, or a buyer opens a proposal. With this release, admins can also add conditions based on CRM data itself, so a sync only fires when both the GetAccept event and your CRM conditions are met.

Conditions can reference CRM fields like deal stage, deal amount, or any other CRM field. GetAccept reads the live CRM record at the moment the event fires and applies the right update.

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"

Or 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"

Note: Event-based CRM sync with CRM field conditions is available for HubSpot, Pipedrive, Upsales, and Microsoft Dynamics 365. Salesforce is not included in this release. The feature is included on Professional and Enterprise plans.

CRM admins and Revenue Operations teams configure these conditions in the GetAccept integration settings for the relevant CRM. Sales reps do not need to change their workflow; the impact is felt through cleaner CRM data and more reliable downstream automations.

Integrations for Marketing and Lead generation

Combine the power of GetAccept with your favorite Marketing & Lead generations tool:

Salesforce Pardot

• B2B Marketing Automation by Salesforce.

Enable this integration to add document tracking to your Pardot account and identify recipients that visit your website.

HubSpot Marketing

• Inbound marketing and sales platform.

Enable this integration to add document tracking to your HubSpot and identify recipients on your website.

Integrations for Payments

Combine the power of GetAccept with your favorite payment provider.

Stripe Checkout

• Have your customers pay directly after signing a deal or contract.

Customize and send your customers to a Stripe checkout form where they can enter payment information after signing is completed.

Authorize.Net Checkout

• Have your customers pay directly after signing a deal or contract.

Customize and send your customers to an Authorize.Net checkout form where they can enter payment information before or after signing is completed.

Integrations for Engage

Want to add some extra power to your document?

Instant phone call

• Allow direct phone calls from a document with a single click.

Integrations for Workflow

Want to add a step to your workflow?

Google Docs Editor

• Create and edit documents with Google Docs.

This integration enables advanced editing, redlining, and collaboration using Google Docs.

Microsoft Power Automate

• Build automated workflows in your favorite Microsoft applications using our Power Automate connector.

Click the connect button to get started and create your first flow.

Zapier

• Connect with more than 200 platforms.

Click the connect button to get started and create your first zap.

Google Drive Sync

• Sync with your Google Drive folders.

This integration connects a selected Google Drive folder where signed documents get uploaded.

Email Document Import

• Use an email address to send in new documents to the system and build light integrations with external systems.

Brandfolder

Digital Asset Management for consistent branding.

Brandfolder is a Digital Asset Management platform (DAM) that helps businesses store, organize, and manage their brand assets as a single source of truth. This integration allows you to seamlessly browse, search, and insert approved images from your Brandfolder library directly into GetAccept documents and templates.

Benefits of the Brandfolder integration:

• Maintain brand consistency across all documents
• Access approved assets without leaving GetAccept
• Ensure compliance with brand guidelines
• Streamline document creation with centralized asset management
• Search and filter assets by tags, categories, or keywords

Perfect for organizations that need to maintain strict brand standards and want to provide their teams with easy access to approved marketing materials, logos, product images, and other branded content.

Integrations for Provisioning and SSO

Manage how people in your organization sign in to GetAccept.

SAML Authentication

• Authenticate by external login SAML provider.

OneLogin

• Free secure single sign-on (SSO) and active directory sync for GetAccept.

Azure Active Directory

• Authenticate with single sign-on inside Azure AD and portal.

SCIM User Provisioning

• Automatically provision users and teams.

Integrate to Azure Active Directory, Okta, G Suite, and other popular identity platforms using SCIM (System for Cross-Domain Identity Management).

Other integrations

GATV

• Present your KPI figures and team performance live with our Android-powered TV device. You can set it up via this URL: https://tv.getaccept.com/

API - Build your own integration

• Build your own integrations with our modern and easy-to-use REST API. Get started with the API documentation.

FAQ: Event-based CRM sync with CRM field conditions

Which CRMs are supported?

HubSpot, Pipedrive, Upsales, and Microsoft Dynamics 365. Salesforce is not included in this release.

Does this replace the original event-based CRM sync?

No, it extends it. The original sync already triggers on a range of GetAccept events, such as when a task or milestone in the Mutual Action Plan is completed, when the buyer revisits the room, or when a contract is signed. Previously the only additional conditions supported were MAP task or milestone names. This release adds CRM properties (deal stage, deal value, or any CRM field) so the sync can make smarter decisions based on the actual state of the deal in the CRM.

Who sets 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 for combinations of CRM fields.