Automating your sales pipeline doesn’t just save you time and money, it helps ensure that every step occurs without a hitch. When you’re working with a client, you want to ensure every i is dotted and t crossed, which is why we’ve built a powerful Dropbox Sign (formerly HelloSign) integration to help you manage getting important documents signed in an orderly manner.
This automation sends out a request via Dropbox Sign for your contact to sign when they reach the specified stage in your pipeline. You can build out any other actions to customize this automation and make it truly your own.
Here’s how Dropbox Sign: Send Signature Request When Stage Changes works:
1. The contact enters the automation when their deal reaches the specified stage in your pipeline.
2. The contact then arrives at a Send Dropbox Sign Signature Request step, sending off a message for them to sign the specified document.
3. The automation ends.
Note: You will connect your ActiveCampaign account and Dropbox Sign account within the automation and set up the parameters of what document is being signed.
