Dropbox Sign + LeadConnector
Send signature requests from template in Dropbox Sign when stages are updated in LeadConnector
Stay on top of your sales pipeline with this efficient workflow that integrates LeadConnector and Dropbox Sign. When a pipeline stage is changed in LeadConnector, it automatically sends a signature request from a template in Dropbox Sign. This way, you can seamlessly manage your leads and ensure that important documents are signed swiftly, streamlining your sales process.
Stay on top of your sales pipeline with this efficient workflow that integrates LeadConnector and Dropbox Sign. When a pipeline stage is changed in LeadConnector, it automatically sends a signature request from a template in Dropbox Sign. This way, you can seamlessly manage your leads and ensure that important documents are signed swiftly, streamlining your sales process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Signature Request From Template
Sends a HelloSign template out for signature request.
- Free forever for core features
- 14 day trial for premium features & apps
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Signature Request Declined
Triggers when a signature request is declined (requires a paid API plan for non test_mode requests).
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Signature Request Sent
Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).
Try It
