Create signature requests in Dropbox Sign for new Copper leads
Save time and streamline your sales process with this Copper and Dropbox Sign integration. When a new lead is added in Copper, this workflow will automatically send a signature request from a template in Dropbox Sign. Keep track of important documents and never miss a crucial signature again, as your sales pipeline moves seamlessly forward.
Save time and streamline your sales process with this Copper and Dropbox Sign integration. When a new lead is added in Copper, this workflow will automatically send a signature request from a template in Dropbox Sign. Keep track of important documents and never miss a crucial signature again, as your sales pipeline moves seamlessly forward.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Send Signature Request From Template
Sends a HelloSign template out for signature request.
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