# Syncing HubSpot data with GetAccept merge tags

Sync specific data from HubSpot to your GetAccept documents by using custom merge tags to automate your personalized contracts.

June 1, 2026

## Find your HubSpot data tags

You must first identify the specific data keys that HubSpot uses for your custom fields so GetAccept knows exactly what information to grab.

- Open any record in **HubSpot** (like a Deal or Contact) where the GetAccept integration is visible.

- Click on the **Create** in the GetAccept module.

- Select **Merge tags** from the dropdown menu.

- A window will open showing all available data fields.

- Find the data you need and **copy the tag** (e.g., `dealname`).

**Note:** We recommend opening the template fields from a **Deal** record. This way, you can see and copy tags for all linked objects, like Contacts and Companies, in one place.

## Add the custom merge tag to your GetAccept template

Once you have the tag from HubSpot, you need to tell your GetAccept template where that data should appear.

- Open your template in **GetAccept** and click into the **Editor block** where you want the data to show up.

- Click the **{ } symbol** in the formatting bar menu above the editor block.

- Click on **Create new custom merge tag**.

- Paste the HubSpot tag you copied earlier into the **Merge Tag** field.

- Enter a **Fallback Value** to be used if the field in HubSpot happens to be empty (e.g., "Customer").

- Click **Add**.

**Pro-tip:** You can type `{{` anywhere in the editor to quickly open the merge tags dropdown menu without clicking the formatting bar.

## Send your document with synced data

After setting up your template, you can use the integration to start a new document flow directly from HubSpot.

- Go back to your **HubSpot record** and start a new GetAccept Deal room or Contract.

- Select the **Template** you just edited with the custom merge tag.

- Complete the send-out flow as usual; GetAccept will automatically pull the data from HubSpot to fill in the tags.

**Note:** If you have used a specific custom merge tag before, you don't need to create it again. You can find it by clicking on **Custom merge tag** in the `{ }` menu in the Editor.