Dropbox Sign supports default HubSpot properties and up to 30 custom Dropbox Sign properties.
When setting up the custom Dropbox Sign properties on HubSpot, you will navigate to the properties settings on HubSpot and select which property you want to add. Once you've set up the property, add to your view on HubSpot accordingly.
Note: While you can modify the property label on HubSpot, the internal name will not be modifiable.
Once you've set up the property, add to your view on HubSpot accordingly.
Now it's time to set up the property on your Dropbox Sign template. For that, go to your account at hellosign.com, create or edit the template you would want to add the property on. Create a “Field name” for your property, and on the field name, make sure to keep the hellosign_meta internal name. For example:
Internal name | Property label |
firstname | First Name |
jobtitle | Job Title |
fax | Fax Number |
Make sure to save the changes once you finish setting up your template. Now, your template is ready to use!
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