Quick summary
The Dropbox Sign HubSpot integration lets you send and track eSignature requests directly from your HubSpot CRM by installing the app via the HubSpot App Marketplace. Once connected, your Dropbox Sign account is linked to HubSpot, enabling seamless document signing without leaving your CRM workflow.
Steps
- Navigate to the top menu bar and click the Settings icon.
- Select Integrations from the list of options under Account Management.
- Click Connected Apps to view your current integrations.
- Tap Visit App Marketplace at the top-right corner.
- Search for Dropbox and select Dropbox Sign from the suggested results.
- Click Install App to begin the installation process.
- Tap Sign In With Dropbox and log into your active Dropbox account.
- Fill out the required fields and click Agree and Sign Up to register your new Dropbox Sign account.
- Click Continue to save your account and activate the integration with HubSpot.
