Dropbox Sign integrates with HubSpot to let you send signature requests directly from contacts, deals, and companies. Signed contracts save automatically to HubSpot, templates autofill with your data, and you get real-time updates on pending signatures.
The Dropbox Sign integration for HubSpot helps sales teams work more efficiently and stay organized throughout the entire sales cycle. By connecting Dropbox sign to HubSpot, sales teams can quickly and easily create templates, request signatures, and view contract statuses directly within HubSpot without needing to toggle between applications. Let's take a closer look at what this integration can do. To get started, click Install App on the Dropbox Sign listing page. Sign into your Dropbox account, Then select which HubSpot portal you'd like to connect to the app. Once the app is installed, you'll see the Dropbox Sign CRM card in your HubSpot sidebar. This CRM card gives you quick access to key features like signature requests, template creation, and more. The Dropbox Sign integration for HubSpot accelerates the sales cycle by making it easy to manage and send key documents directly from HubSpot. Whether you're working out of a contact, deal or company object in HubSpot, you can easily send off contracts for e signature. Your HubSpot CRM card will update in real time as contacts view open or sign documents so you can keep track of all your sales in motion without missing a beat. Once your customer signs a contract, it's automatically saved to the HubSpot record where you sent the contract from. You can also create reusable templates for commonly used contracts to save time. Dropbox Signed templates auto fill HubSpot data directly into the document so you can send pre populated contracts to your customers in a single click. Need to follow up on a deal? No problem. The Dropbox Signed CRM card gives you an at a glance view of pending signatures, so you can easily send reminders to anyone with an outstanding contract. Connect Dropbox sign and HubSpot today to spend less time on manual tasks and more time growing your business. Visit the HubSpot app marketplace to learn more and get started. HubSpot grow better.
