Introducing the improved Dropbox Sign for HubSpot integration

The Dropbox Sign for HubSpot integration allows users to create, sign, track, and save documents for signature directly in HubSpot. Its purpose-built to help salespeople work more efficiently and stay organized throughout the entire sales cycle.

We’ve been quietly working on updates in the background, and we’re incredibly excited to relaunch this HubSpot sales integration with upgraded features and added functionality.

簡而言之，新的整合功能可讓您：

• 從 HubSpot 的聯絡人、交易和公司紀錄傳送簽署要求。
• 在 HubSpot 內查看合約傳送、檢視、簽署、拒絕或取消的時間。
• Create and edit templates directly in HubSpot without needing to switch back to Dropbox Sign.
• Add HubSpot data to your Dropbox Sign templates that autofill documents with HubSpot record information.
• Save documents back to HubSpot automatically once they’ve been signed.

Together, HubSpot and Dropbox Sign allow businesses to supercharge their sales process, stay organized, and eliminate friction through one integrated workflow.

"The Dropbox Sign integration in HubSpot helps sales teams save time with an impressive set of features including the ability to create and send Templates for signature directly in HubSpot in addition to automating manual day-to-day tasks such as saving signed contracts where they belong and tracking document status," says Scott Brinker, VP of Ecosystems at HubSpot. "Both HubSpot and Dropbox Sign are uniquely focused on helping small businesses stay organized and close deals faster, so I am thrilled to have this elegant integration available to HubSpot users.”

Let’s take a look at some of the new features in more detail and explore how they help salespeople do more in HubSpot.

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Save time with synced, autofilled Templates

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如果您的團隊浪費時間處理不必要的工作或人工作業，重要事項的時間就會遭到壓縮，例如培養潛在客戶、拓展人脈與談妥交易。

有了我們重新推出的整合功能，您的銷售團隊能直接在 HubSpot 中建立可重複使用的範本，並運用在所有經常使用的合約上。換言之，您只需設計合約一次，待範本建立完成之後，只要輕按幾下，就能迅速傳送給新的客戶。

不僅如此，我們還新增了全新功能，能直接從聯絡人的 HubSpot 屬性將資料擷取至範本。也就是說，所有必要資訊都會自動同步並填入您的範本；這能讓銷售人員有更多時間拓展業務，與客戶培養更緊密的關係。

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直接從 HubSpot 管理並傳送文件

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在各種工具、介面和平台間切換，容易衍生不必要的阻礙，導致銷售人員分神。因此，我們的全新系統能直接從 HubSpot 管理文件，並將文件送交簽署。

現在，您可以從 HubSpot 的聯絡人、交易或公司物件送交需電子簽章的合約。這項更嚴謹的整合內容，讓您能在透過 HubSpot 追蹤客戶動向時，隨時使用電子簽章整合功能，幫助您在最好的時機談妥交易。

Plus, it’s easy for teams to access the latest information when they need it, because every signed contract is automatically stored straight back in HubSpot’s CRM platform the minute it’s signed. That means you stay organized and reduce the number of tools salespeople switch between during the sales cycle.

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保持生產力：隨時掌握所有交易的動向

遺失重要文件的動向是很糟糕的事。合約是否已經傳送、經過檢視並簽署，抑或已拒絕或取消？

升級版整合功能可讓您直接在 HubSpot 內檢查送交簽署文件的狀態。潛在客戶的一切動作會自動記錄並儲存在 HubSpot 客戶關係管理卡片上，這有助您全盤掌握所有銷售的動向，您再也不必苦等潛在客戶的回覆了。

To make keeping track of contracts even easier, Dropbox Sign also automatically sends reminders for unsigned documents on the 3rd and 7th day—but you can manually send a reminder through HubSpot, too.

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將您的銷售工作流程提升到全新境界

With this HubSpot sales integration, salespeople have everything they need to power better, more streamlined workflows. If you’re already using the integration, you can upgrade now—all previous data won’t be affected.

The best part? The new Dropbox Sign integration with HubSpot is available on all Essentials, Standard, and Premium plans—so you can spend more time growing your business and less time chasing signatures.

Try the integration now.

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