Dropbox Sign for HubSpot integration: an overview

The Dropbox Sign for HubSpot integration allows you to utilize Dropbox Sign features in HubSpot without needing to toggle back and forth between applications. With this integration, you can create templates, request signatures, and view signature request statuses directly in HubSpot.

Create templates

From the Dropbox Sign CRM card in HubSpot, you can create a new template by uploading a file, assigning signer roles, and adding fillable fields to your document, all without leaving HubSpot.

Learn how to create templates with the upgraded Dropbox Sign for HubSpot integration.

Send signature requests

You can send signature requests from Contact, Company, or Deal records in HubSpot. Choose between sending a one-time document or sending a signature request using a template.

Note: Only HubSpot users with the appropriate object access will be able to use the integration from Contact, Deal, and Company records.

View signature request statuses

After you send a signature request, the status of that request will be visible in the Dropbox Sign CRM card in HubSpot. From there, you can send a reminder or cancel the request. Once a document is signed, it’s automatically saved to the HubSpot record it was created from for easy organization.

Note: Only signature requests sent from the Dropbox Sign CRM card will appear in HubSpot. Signature requests sent from hellosign.com are not tracked in HubSpot. You can track those signature requests from the Documents page on hellosign.com.

Learn how to view signature request statuses with the upgraded Dropbox Sign for HubSpot integration.