Sales Integrations

yoko_ishioka
Membre

Add contact/company and deal properties in dropbox/hellosign

Does anyone know how to pull in multiple objects when sending out a hellosign template from hubspot? We need to pull in multiple objects to fill out the template before sending it 

0 Votes
4 Réponses
james-portant
Participant

Add contact/company and deal properties in dropbox/hellosign

Hi @yoko_ishioka ,

Nice to meet you.

I have a solution for you if you're willing to try out our app. We have an App on the HubSpot Marketplace called Portant. We have built it to be simple and tightly integrated with HubSpot. It takes information from Deals and associated objects, like contacts and generates custom documents, which can be sent to be signed. You can check it out here:
https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-1323181

jamesportant_0-1695184969004.png

 

Also, I am happy to hop on a call to help you get set up 🙂 Just reply to this message or send me an email here james@portant.co


Please let me know if you have any questions.

 

Cheers,

 

James

0 Votes
MLerne
Participant

Add contact/company and deal properties in dropbox/hellosign

I'm also using Dropbox sign. How do I find the properties that show up in my Activity feed from Dropbox sign so I can use them in a workflow. For example.  Document was Viewed.  All Signers Completed...  as a Trigger to move a Deal forward for example. 

0 Votes
MiaSrebrnjak
Gestionnaire de communauté
Gestionnaire de communauté

Add contact/company and deal properties in dropbox/hellosign

Hi @MLerne,

 

You should be able to select the following activities as triggers: 

 

Screenshot 2023-09-19 at 11.49.01.png

 

It's recommended to select timeline events instead of Contact properties when you're configuring your workflow trigger. You can check this help article for more information & detailed instructions. 

 

 

Cheers
Mia, Community Team 


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0 Votes
MiaSrebrnjak
Gestionnaire de communauté
Gestionnaire de communauté

Add contact/company and deal properties in dropbox/hellosign

Hi @yoko_ishioka,

 

Thanks for reaching out!

According to this article, you're able to autofill signature requests in Dropbox Sign with HubSpot Contact, Company and Deal record data. You are, however, only able to see the properties for the object you’re creating the template from. For example, if you’re creating a template from a Company object, you’ll only see properties related to that Company object.

 

Hi @airwolfke & @maxclark, I believe you're also using Hellosign / Dropbox Sign with HubSpot, could you share any insights here? Thank you!

 

 

Cheers
Mia, Community Team 


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