Integrations

How to setup, use and troubleshoot when connected with our integrations

118 articles

Salesforce Integration

• Enhanced Domains in Salesforce

• Set up SSO for Salesforce with a 3rd party Identity Provider

• Set SSO with Salesforce as Identity Provider

• Get started1 article

• Sendout workflow11 articles

• Setup3 articles

• Troubleshooting1 article

• Other9 articles

HubSpot Integration

• Add contacts, files, approvers and more based on HubSpot data

• Getting Started & Basics6 articles

• Deal room & Contracts in HubSpot5 articles

• Pricing Table3 articles

• Syncing Deal Data5 articles

• Automation & Workflows5 articles

LimeCRM Desktop & Web client and LimeGO

• LimeCRM (Desktop and Web client)2 articles

Pipedrive Integration

• New GetAccept integration for Pipedrive
• Getting started with Pipedrive
• How to fetch merge tags from the Pipedrive integration
• Use Pricing Tables & Pricing Groups within Pipedrive
• Use Pricing Tables within Pipedrive
• Capturing Recipient Filled Data in Pipedrive
• Update Pipedrive properties based on GetAccept Events
• Template selection based on Pipedrive or Upsales data
• Troubleshoot GetAccept and Pipedrive login issues

Upsales

• New GetAccept integration for Upsales
• Use Pricing Tables & Pricing Groups within Upsales
• Use Pricing Tables within Upsales
• Capturing Recipient Filled Data in Upsales
• Update Upsales properties based on GetAccept Events

Microsoft Dynamics 365

• Use Pricing Tables & Pricing Groups within Microsoft Dynamics
• Use Dynamics Custom Entity data with GetAccept
• Merging MS Dynamics Data into Templates
• Enable Sharepoint with GetAccept's MS Dynamics integration
• Installation of GetAccept's native integration for Microsoft Dynamics
• Capturing Recipient Filled Data in Microsoft Dynamics
• Update Dynamics properties based on GetAccept Events
• Template selection based on Microsoft Dynamics data
• Use Microsoft Dynamics Images in GetAccept
• Enable GetAccept's Custom Objects in Microsoft Dynamics
• Support for Syncing GetAccept Event Data into Microsoft Dynamics Timeline

SuperOffice 2.0 Integration

• Install GetAccept for SuperOffice Integration 2.0
• How to send documents through the SuperOffice integration
• Manage your settings in GetAccept for SuperOffice integration - what’s new
• How to add new users in the new GetAccept for SuperOffice integration

Other Integrations

• Close CRM1 article
• Zapier Integration3 articles
• Build Custom Integrations with Zapier2 articles
• Microsoft Power Platform3 articles
• Provisioning and SSO5 articles
• Google Docs2 articles
• Google Drive1 article
• Online Reviews1 article
• Payment Collection2 articles
• HR Solutions3 articles
• Miscellaneous11 articles