Update deals in HubSpot when GetAccept documents are signed

First, we need to connect GetAccept and HubSpot to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect GetAccept to Zapier.

  Give Zapier access to your GetAccept account, using GetAccept credentials.

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  Connect HubSpot to Zapier.

  Give Zapier access to your HubSpot account, using HubSpot credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for GetAccept

  Choose the following trigger: Document Signed (Triggers when a document has been signed by all signing parties.).

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  Then set up an Action for HubSpot

  Choose this action: Find Deal (Finds a deal by searching.).

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  Then set up another Action for HubSpot

  Choose this action: Update Deal (Update a Deal in HubSpot.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between GetAccept and HubSpot.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Update deals in HubSpot when GetAccept documents are signed!