Dropbox Sign + LeadConnector
Update opportunities in LeadConnector when new signature requests are signed in Dropbox Sign
Boost your sales processes with this streamlined workflow. When a signature request is completed in Dropbox Sign, a corresponding opportunity is promptly created or updated in LeadConnector. This system eliminates the need for repetitive data entry, allowing for consistent and efficient prospect tracking. Stay on top of your leads and ensure no deals fall through the cracks.
Boost your sales processes with this streamlined workflow. When a signature request is completed in Dropbox Sign, a corresponding opportunity is promptly created or updated in LeadConnector. This system eliminates the need for repetitive data entry, allowing for consistent and efficient prospect tracking. Stay on top of your leads and ensure no deals fall through the cracks.
- When this happens...Signature Request Signed
Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Signature Request Declined
Triggers when a signature request is declined (requires a paid API plan for non test_mode requests).
Try ItSignature Request Signed
Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).
Try ItTemplateRequired
Is Your HelloSign API Plan Paid?
Subject
Message
After Signing Redirect URL
Title
Metadata #1 Name
Metadata #1 Value
Metadata #2 Name
Metadata #2 Value
In PipelineRequired
Moved to Stage
Try It
Signature Request Sent
Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).
Try ItSignature Request Viewed
Triggers when a signature request is viewed (requires a paid API plan for non test_mode requests).
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
