Yes. Krokul CRM integrates with Dropbox Sign. An agreement from the deal goes to the client as a Dropbox Sign signature request built on your template, Krokul shows when the client opens and signs it, and the final status moves the deal stage. You wire it up with the Krokul app in Zapier, Make or Albato, or with the Krokul API and webhooks.
Automation platformsZapierMakeAlbato
The manager presses Send for signature on the agreement document of the deal. Krokul creates a Dropbox Sign Signature Request from the template linked to that document type, adds the agreement as a PDF, fills the signer from the contact and the custom fields from the deal values. The Signature Request ID is kept on the document.
Dropbox Sign reports when the signer views the request. Krokul writes that moment into the deal feed, so the manager can call while the agreement is open on the client screen.
With several signers, Dropbox Sign reports each signature and then an all-signed event. Krokul notes each signer on the deal and moves the deal to the stage you set only after the all-signed event, so a half-signed agreement never looks closed.
If a signer declines, Krokul marks the agreement as declined, returns the deal to the stage you chose and gives the deal owner a task due today.
Dropbox Sign says when the signed file can be downloaded. Krokul fetches it at that moment, saves it to the file storage connected to Krokul and links it on the agreement and the deal.
| Dropbox Sign | Direction | Krokul | When |
|---|---|---|---|
| Signature Request from template (signer, fields, PDF) | Krokul → Dropbox Sign | Agreement document of the deal and its contact | The manager sends the agreement for signature |
| Signature Request viewed | Dropbox Sign → Krokul | Note in the deal feed | Dropbox Sign event signature_request_viewed |
| Signature Request signed (per signer) | Dropbox Sign → Krokul | Signer noted on the deal | Dropbox Sign event signature_request_signed |
| All signed | Dropbox Sign → Krokul | Agreement status «signed», next deal stage | Dropbox Sign event signature_request_all_signed |
| Signature Request declined | Dropbox Sign → Krokul | Agreement status «declined», task, stage back | Dropbox Sign event signature_request_declined |
| Final file | Dropbox Sign → Krokul | File link on the agreement and the deal | Dropbox Sign event signature_request_downloadable |
Yes. Krokul integrates with Dropbox Sign through the Krokul app in Zapier, Make and Albato, and through its API and webhooks.
Yes. HelloSign is the former name of Dropbox Sign, and its developer documentation still lives on the hellosign.com domain.
After the all-signed event, which arrives once every signer is done. With one signer it follows the only signature.
Yes. Dropbox Sign has a test mode, and its callbacks fire there too, so a Krokul flow can be tested end to end.
The signing page, signer reminders and the audit trail stay in Dropbox Sign. Krokul holds the agreement, its signing status and a link to the final file.
Tell us which service you use and what should move between it and Krokul. We reply with the way to do it and when it will be ready.
Request received. We reply to your email.
Dropbox Sign is a trademark of Dropbox, Inc. Krokul is not affiliated with Dropbox.