So your sales team’s jumping between tabs, copying customer data from the CRM, then uploading contracts into some other tool, then circling back to update things when deals close. It’s clunky, error-prone, and frankly, a waste of everyone’s time. If you want to cut out the busywork and actually manage deals from start to finish in one flow, integrating your CRM with Getaccept is a smart move.
This guide is for anyone who wants to actually use their CRM and Getaccept together, not just tick a box saying “integration complete.” Whether you’re running a small sales team or wrangling a big, messy pipeline, I’ll walk you through the real steps, what to look out for, and a few things you can probably ignore.
Why bother integrating Getaccept with your CRM?
Let’s be honest: Most “integrations” are oversold. But in this case, plugging Getaccept into your CRM is genuinely useful — if you set it up right.
Here’s what actually gets better: - You stop re-entering the same info in two places. - Salespeople can send proposals and contracts directly from the CRM. - You get a clear view of what’s sent, signed, or stuck — right alongside your other deal data. - Fewer mistakes. Less “Did you update that?” Slack messages.
But don’t expect: - Magic. You’ll still need to tweak things, train your team, and review your setup regularly. - Every CRM to work flawlessly. Some integrations are tighter than others (looking at you, custom or homegrown systems).
Step 1: Figure out your CRM and Getaccept plan
Before you start clicking buttons, get clear on what you’re actually working with.
Check these first: - Which CRM do you use? The main ones with good Getaccept support are Salesforce, HubSpot, Pipedrive, and Microsoft Dynamics. If you’re on something more obscure, double-check what’s possible. - What Getaccept plan are you on? Not all features are available on the basic tier. Some integrations cost extra. - Do you have admin rights in both tools? If you’re not an admin, you’ll waste hours only to hit a permissions wall.
Pro tip: Write down exactly what you want the integration to do. “Send contracts from CRM” is good. “Auto-update opportunity stages when docs are signed” is better. You’ll thank yourself later.
Step 2: Review your data and workflows (don’t skip this)
If your CRM is a mess, integrating it will just make the mess bigger. Take 20 minutes to review your contacts, deals, and fields.
- Are deal stages set up sensibly? If “Closed Won” means something different to everyone, your reporting will stink.
- Do you have duplicate contacts or companies? Getaccept pulls directly from your CRM — garbage in, garbage out.
- What fields do you actually use in proposals or contracts? Make sure they’re named clearly and consistently.
Skip the temptation to “just connect and figure it out later.” Even a quick cleanup saves you headaches down the road.
Step 3: Connect Getaccept to your CRM
This part is pretty straightforward — unless your CRM is custom-built or ancient. Here’s how it usually goes for the main platforms:
Salesforce
- Install the Getaccept app from AppExchange.
- Follow the prompts to connect your Getaccept account.
- Map fields: Decide which Salesforce fields should sync with Getaccept (e.g., contact info, deal values).
- Set up permissions: Make sure sales reps can access Getaccept features in Salesforce.
HubSpot
- In Getaccept, go to Integrations and select HubSpot.
- Authorize the connection with your HubSpot login.
- Map your deal and contact fields.
- Choose which pipelines or deal stages you want Getaccept to show up in.
Pipedrive
- In Getaccept, navigate to Settings > Integrations > Pipedrive.
- Log in to Pipedrive when prompted.
- Select which Pipedrive data should be available in Getaccept.
- Test sending a document from a deal to make sure it works.
Microsoft Dynamics
- Download the Getaccept extension for Dynamics.
- Connect using your Dynamics admin credentials.
- Set up which entities (Opportunities, Contacts, etc.) will sync.
- Adjust roles and permissions as needed.
If your CRM isn’t listed:
Many “other” CRMs can still connect using Zapier, webhooks, or custom APIs. But — and this is important — these setups are usually less robust. Expect to spend more time testing and less time selling.
Step 4: Map your fields carefully
When someone says “field mapping,” your eyes probably glaze over. But this is where integrations live or die. If “Contact Name” in your CRM isn’t the same as “Client Name” in Getaccept, things break.
What to focus on: - Key fields: Name, email, company, deal size, close date. If you use custom fields (like “Renewal Date”), make sure they’re mapped. - Document templates: If you want to auto-fill proposals or contracts with CRM data, double-check that your templates pull the right fields. - Picklists and dropdowns: Don’t assume “Stage 3” in your CRM means the same as “Negotiation” in Getaccept. Align them if you care about reporting.
Ignore:
Don’t try to sync every single field. Focus on what sales actually uses.
Step 5: Test, break, and fix
Don’t just trust that the integration works because you got a “success” message.
Here’s what to do: - Create a test deal in your CRM. - Try sending a document from the deal using Getaccept. - Check: Did the right info pull into the doc? Did the CRM update after sending or signing? - Try a few edge cases — missing fields, duplicate contacts, special characters in names.
If things break:
Check your field mapping, user permissions, and template settings. If you’re stuck, Getaccept’s support is usually responsive — but be ready to show exactly where it’s failing.
Step 6: Train your team the right way
Most integrations fail not because of tech — but because nobody tells the team what changed.
- Run a live demo. Walk through sending a contract from the CRM, step by step.
- Make a quick cheat sheet (screenshots, bullet points — not an essay).
- Clarify who does what. Who’s responsible for updating deals? Who follows up on unsigned docs?
- Set up a feedback loop. Make it easy for reps to report issues or annoyances early.
Pro tip:
Don’t force everyone to change their process overnight. Roll out to a few reps first, gather feedback, then go wider.
Step 7: Automate the boring stuff (but don’t overdo it)
Getaccept and most CRMs let you build automations — like updating a deal stage when a contract is signed, or sending reminders for unsigned docs. This can be great, but it can also snowball into complexity fast.
Start simple: - Auto-update deal stage to “Contract Sent” when a doc goes out. - Move to “Closed Won” when a doc is signed. - Send a Slack/Teams alert for unsigned contracts after 3 days.
Don’t:
- Try to automate every single scenario. You’ll end up in a spaghetti mess.
- Set up automations without telling your team. Surprises aren’t fun.
What actually works — and what doesn’t
Worth it: - Sending contracts from the CRM. Huge time saver. - Auto-updating deal stages. Reduces “did we close that yet?” confusion. - Keeping all deal comms and docs in one place.
Mostly hype: - “One-click integrations” — they usually need tweaking. - Deep reporting dashboards out of the box. You’ll probably need to customize. - Integrating with a CRM that’s never heard of Getaccept. Expect workarounds.
Keep it simple, iterate, and stay skeptical
Integrating Getaccept with your CRM can absolutely make sales smoother — but only if you keep your setup simple and focus on what your team will actually use. Start with the basics, test like crazy, and don’t fall for the “just connect and forget” pitch. If you treat this as an ongoing project, not a one-time checkbox, you’ll actually see the benefits — less busywork, fewer errors, and deals moving forward instead of getting stuck in the weeds.
Got it working? Great. Now go make some sales.