GetAccept

With one click send your sales documents from Close to GetAccept

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.

What you'll need

  • A Close account and your API key
  • A GetAccept Pro license

How the integration works

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.

GetAccept and Close integrationGetAccept and Close integration

GetAccept and Close integration

Setup

Enable Close integration

With your Close API key ready, go to GetAccept and open Settings > Integrations and enable Close by clicking on Connect

Connecting Close APIConnecting Close API

Connecting Close API

Paste the API key in the field box and click Save

Entering Close API keyEntering Close API key

Entering Close API key

You should be successfully connected (indicated by a green Connected status).

Connected Close APIConnected Close API

Connected Close API

You will also notice that you have 2 new integration links in your Close account (Settings > Integration Links):

  • Send Document with GetAccept - type Lead - https://app.getaccept.com/auth/closeio/?lead_id={{lead.id}}
  • Send with GetAccept - type Opportunity - https://app.getaccept.com/auth/closeio/?opportunity_id={{opportunity.id}}
GetAccept integration linksGetAccept integration links

GetAccept integration links

Send opportunity (contract) information

All that is left to do is go to your lead page, click on ... (three dots) on the Opportunity > Send with GetAccept.

Send with GetAccept linkSend with GetAccept link

Send with GetAccept link

That will create a new GetAccept document with pre-filled information like company name, contract value, and recipients.

GetAccept document with pre-filled Close informationGetAccept document with pre-filled Close information

GetAccept document with pre-filled Close information

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GetAccept page on Close integration

Read more on this integration at https://www.getaccept.com/integrations/closeio.html


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