How to use Dropbox Sign with ActiveCampaign

Q: Do I need a license for both ActiveCampaign and Dropbox Sign?

Yes, for this integration to work, you will need both an ActiveCampaign and a Dropbox Sign license for anyone in your company using the integration.

Q: How do I integrate Dropbox Sign signature requests into my ActiveCampaign workflow?

To send the required fields to a Dropbox Sign template, you must first create a contact field for the ActiveCampaign contact:<ul><li>Single signer: Use the contact’s Name and Email.</li><li>Multiple signers: Create Name and Email fields in the Contact table respective to the roles. </li></ul>You'll need these for mapping fields while setting up automation workflows in ActiveCampaign.

Q: How do I create a workflow to send a signature request?

<ol><li><a href="https://www.activecampaign.com/" target="_blank">Log in</a> to ActiveCampaign. </li><li>Click Automations. </li><li>Locate the part of the template document you wish to input the signature request. <ul><li>This is recommended when the Deal stage is changed. </li></ul></li><li>Insert Send Dropbox Sign Signature Request (Sandbox) Action step in the Actions list.</li><li>Drag and drop the action into the workflow. </li><li>Click Connect and log in with your Dropbox Sign account. </li><li>Click Allow Access. </li></ol>Note: Completed signature requests sent from ActiveCampaign will also appear in the connected Dropbox Sign account.<ul></ul>

Updated Oct 01, 2025

Features included in the integration

Native eSignature integration: Send documents for eSignature from ActiveCampaign without switching apps.
Automation with Dropbox Sign templates: Use Dropbox Sign templates to autofill frequently used documents with contact information such as names, addresses, phone numbers, and any custom objects (based on template mapping/custom objects).
Built-in signature tracking: Track your documents and view when a contact was opened or signed from within ActiveCampaign.