GetAccept is a sales enablement and contract management tool.
Using our integration you can push contract (Opportunity) information directly from Close to GetAccept. GetAccept provides everything you need to build sales collateral from Close - sales reps can create quotes, proposals, contracts, and receive electronic signatures.
- A Close account and your API key
- A GetAccept Pro license
Instead of copy/pasting Close lead and opportunity data manually into GetAccept documents, you can just pass that information automatically by using
Send with GetAccept integration links. That will generate a new GetAccept document with a pre-filled contract and recipient information from Close.
With your Close API key ready, go to GetAccept and open
Settings > Integrations and enable Close by clicking on
Paste the API key in the field box and click
You should be successfully connected (indicated by a green
You will also notice that you have 2 new integration links in your Close account (
Settings > Integration Links):
- Send Document with GetAccept - type Lead -
- Send with GetAccept - type Opportunity -
All that is left to do is go to your lead page, click on
... (three dots) on the Opportunity > Send with GetAccept.
That will create a new GetAccept document with pre-filled information like company name, contract value, and recipients.
GetAccept page on Close integration
Read more on this integration at https://www.getaccept.com/integrations/closeio.html
Updated over 1 year ago