This article walks you through installing and authorizing the Dropbox Sign for HubSpot integration. If you’re on a team that uses the Dropbox Sign multi-teams feature, your Dropbox Sign admin needs to install the Dropbox Sign app in HubSpot before the rest of the team can use it.
You'll need to allow third-party cookies for Dropbox Sign in your browser settings to use the integration. See how to allow third-party cookies in Chrome, Firefox, Edge, and Safari.
Note: If you use Safari, uncheck the box next to Prevent cross-site tracking.
Note: If you use Safari, you’ll need to edit the browser’s preferences before you can use the integration.
To install the Dropbox Sign app in HubSpot:
1. Log in to app.hubspot.com. 2. Click the marketplace icon in the upper right. 3. Click App Marketplace. 4. Type “Dropbox Sign” in the search bar. 5. Click Dropbox Sign in the list that appears. 6. On the Dropbox Sign app listing page, click Install app. A new browser tab will open.
7. Enter your Dropbox Sign account credentials, or click Sign up now and follow the prompts to create a new Dropbox Sign account.
8. Click Accept to allow HubSpot access to your Dropbox Sign account. 9. Select the HubSpot account you’d like to connect to. 10. Click Choose Account. 11. Click Connect app to allow Dropbox Sign access to your HubSpot account.
You’ll be taken to HubSpot, and you’ll see a new Dropbox Sign CRM card in the right sidebar. You can click and drag the grid of dots in the upper-left corner of the Dropbox Sign CRM card to move it to the top of the right sidebar for easier access.
Note: If the admin who installs the integration for your team leaves, your new admin can install the integration with this link.
If you’re using the Dropbox Sign multi-teams feature, you’ll need to authorize the integration to start using it after your Dropbox Sign admin installs the app.
To authorize the integration:
1. Log in to app.hubspot.com. 2. Click Send template or any other action in the Dropbox Sign CRM card. A new browser tab will open. 3. Enter your Dropbox Sign account credentials.
4. Select the HubSpot account you’d like to connect to. 5. Click Accept to allow HubSpot access to your Dropbox Sign account.
After connecting your Dropbox Sign account, you’ll be able to proceed with the action you selected on the Dropbox Sign CRM card. You can click and drag the grid of dots in the upper-left corner of the Dropbox Sign CRM card to move it to the top of the right sidebar for easier access.
Note: The language displayed in the Dropbox Sign app in HubSpot will reflect the language setting of your Dropbox Sign account.
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