Autofill Dropbox Sign templates with a HubSpot CRM contact's info

Updated Sep 17, 2025

Organizing Contact Properties in the HubSpot CRM

The HubSpot and Dropbox Sign integration allows you to automatically route a HubSpot contact’s information to pre-formatted Dropbox Sign templates. This function is particularly useful for quickly and accurately loading information into frequently used documents or contracts.

But before you begin formatting Dropbox Sign templates for the HubSpot integration, you’ll want to organize your desired contact properties. These properties store the information you will be routing to your Dropbox Sign templates. The overview of your contact’s properties are located in the “About the contact” section in your HubSpot CRM.

There are roughly 50 default contact info fields, or “properties”, included with your HubSpot CRM. You can add and delete these properties by selecting the “View all properties” link at the footer of the “About the contact” section.

Once you’ve selected the link, you will be redirected to another page. Use the search bar or provided lists under "All Properties" to add new properties to the contact’s about section.

Commonly used properties include:

Name
Address
Close Date
Company
ETC

Once you’ve selected your properties, click the blue “Back” button above the contact's name.
You can now fill the new property fields with the correct information.

Once you complete filling in the appropriate info, it’s time to begin formatting your Dropbox Sign Templates with the correct “internal name” tags.

Formatting Dropbox Sign Templates For Use in Your HubSpot CRM

To prepare your documents to autofill using the correct contact property info, you’ll need to format your templates using appropriate HubSpot “internal name” tags. These “internal name” tags act as flags to indicate which information will be automatically pulled from a HubSpot contact’s profile.

To start formatting your templates with the correct “internal name” tags:

Log in to your Dropbox Sign account.
Click Templates.
Click Create Template.
Click Upload file and choose the contract or document you’d like to format or by selecting one of our integration icons (Dropbox, Drive, etc.).
Click Open.
Click Next.
Fill out the appropriate signer role and you can also fill out the appropriate roles at this time if there are multiple signers.
Click Next.
Click “Textbox” in the left sidebar and drag it onto the document.
- Note: You'll use this to format the document with HubSpot “internal name” tags.

Click the textbox on your document and on the Assign to drop down menu , select Sender.
Next, click the Merge Field section and add the HubSpot“ internal name” tag that corresponds with the property label in your HubSpot CRM account. (Visit the end of the post for the full key.)
Click the blue Next button to save your formatting and close your document window.
To finish, you can add a CC recipient role title, title your template, and fill out the optional default message which will be sent to the recipient when you request for signature.
Save your template by selecting the Save Template button.

Your newly formatted template will automatically show in the “Template” drop down menu in your HubSpot CRM. You can now use Dropbox Sign templates to request a contact’s signature through your HubSpot CRM.

Requesting a Signature in Your HubSpot CRM Account Using Dropbox Sign Templates

Dropbox Sign users with an Essentials Plan and above can sync Dropbox Sign templates to their HubSpot CRM. New and existing Dropbox Sign templates will automatically sync from your Dropbox Sign account to your HubSpot CRM. These templates can be accessed from your HubSpot CRM using the dropdown menu titled “Dropbox Sign” on the lower right sidebar of a contact’s page.

To request a signature using your HubSpot CRM account, navigate to the templates menu , select "Actions" and click on “Choose Template”. A pop-up from Dropbox Sign will show up with the templates available, you can choose the template of your choice, review the details, and confirm the signature request.

In the new window, you’ll have to opportunity to check that all information pulled from your HubSpot contact profile is accurate and to correct any errors. Additionally, you can edit your customized signature request message at this time.

Once the document is sent to the signer, your HubSpot CRM timeline will add the lifecycle event to your contact’s dashboard.

Once the document has been signed, the activity will be logged and a copy of the completed document will automatically download as a PDF to the attachments section on a contact’s page.

Note: Completed Dropbox Sign documents are no longer attaching directly to HubSpot due to an issue we identified last year with how documents were posting through HubSpot's CDN (Content Delivery Network). You can still prepare templates and send signature requests via HubSpot.

What you should be seeing in a contact's Activity at this time are signed document notifications such as–

"Dropbox Sign CONTACT had Dropbox Sign event Signed (Dropbox Sign Document Link here)"

The link will direct you back to sign.dropox.com to access your documents within our site.

Customizing Dropbox Sign Labels in Your HubSpot CRM

In addition to the default properties, Dropbox Sign allows you to create up to 30 custom labels. While you can change the identifying “label” of the property, the “internal names” tags must remain the same when formatting your templates:

Internal name	Property label
annualrevenue	Annual Revenue
num_associated_deals	Associated Deals
hs_lifecyclestage_customer_date	Became a Customer Date
hs_lifecyclestage_lead_date	Became a Lead Date
hs_lifecyclestage_marketingqualifiedlead_date	Became a Marketing Qualified Lead Date
hs_lifecyclestage_salesqualifiedlead_date	Became a Sales Qualified Lead Date
hs_lifecyclestage_subscriber_date	Became a Subscriber Date
hs_lifecyclestage_evangelist_date	Became an Evangelist Date
hs_lifecyclestage_opportunity_date	Became an Opportunity Date
hs_lifecyclestage_other_date	Became an Other Lifecycle Date
city	City
closedate	Close Date
company	Company Name
country	Country
createdate	Create Date
days_to_close	Days To Close
blog_default_hubspot_blog_subscription	Default HubSpot Blog Email Subscription
email	Email
fax	Fax Number
first_deal_created_date	First Deal Created Date
firstname	First Name
hubspot_owner_id	HubSpot Owner
industry	Industry
ipaddress	IP Address
jobtitle	Job Title
notes_last_contacted	Last Contacted
lastmodifieddate	Last Modified Date
lastname	Last Name
hs_lead_status	Lead Status
lifecyclestage	Lifecycle Stage
message	Message
mobilephone	Mobile Phone Number
notes_next_activity_date	Next Activity Date
notes_last_updated	Notes Last Updated
numemployees	Number of Employees
num_notes	Number of Notes
num_contacted_notes	Number of times contacted
hubspot_owner_assigneddate	Owner Assigned Date
phone	Phone Number
zip	Postal Code
recent_deal_amount	Recent Deal Amount
recent_deal_close_date	Recent Deal Close Date
salutation	Salutation
state	State/Region
address	Street Address
total_revenue	Total Revenue
website	Website URL
followercount	Follower Count
kloutscoregeneral	Klout Score
linkedinbio	LinkedIn Bio
linkedinconnections	LinkedIn Connections
twitterbio	Twitter Bio
twitterprofilephoto	Twitter Profile Photo
twitterhandle	Twitter Username
hs_email_optout	Opted out of all email
hs_email_optout_337953	Opted out of email: Marketing Information
hs_analytics_source	Original Source
hs_analytics_source_data_1	Original Source Drill-Down 1
hs_analytics_source_data_2	Original Source Drill-Down 2
ip_city	IP City
ip_country	IP Country
ip_state	IP State/Region
hellosign_awaiting_signature2	Pending Signature
hellosign_last_signed_date2	Last Contract Signed Date
hellosign_last_viewed_date2	Last Contract Viewed Date
hellosign_cc	HelloSign CC
hellosign_meta_1	HelloSign Meta 1
hellosign_meta_2	HelloSign Meta 2
...	...
hellosign_meta_30	HelloSign Meta 30