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
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 firstname.lastname@example.org
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.
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 aCompanyobject, you’ll only see properties related to thatCompanyobject.
Hi @airwolfke & @maxclark, I believe you're also using Hellosign / Dropbox Sign with HubSpot, could you share any insights here? Thank you!