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'll need both an ActiveCampaign and a Dropbox Sign license for anyone in your organization 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, as follows:<ul><li>Single signer: Create Name and Email fields. 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" rel="noopener noreferrer">Log in</a> to ActiveCampaign. </li><li>Click Automations. </li><li>Locate the part of the template document you want to put into the signature request. <ul><li>This is recommended when the Deal stage is changed. </li></ul></li><li>Add the Send Dropbox Sign Signature Request (Sandbox) Action to the Actions list.</li><li>Drag and drop the action into the workflow. </li><li>Click Connect.</li><li><a href="http://app.sign.dropbox.com/" target="_blank">Log in</a> 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 Nov 06, 2026

Integration capabilities and features

The integration has the following capabilities and features:

Native eSignature integration: Send documents for signature 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.