Synchronisierung von Informationen zwischen Dropbox Sign und Nutshell
Our integration with Dropbox DocSend powers:
- Senden einer E-Mail mit der Bitte um Unterzeichnung eines Dokuments, wenn ein Lead gewonnen wurde
- Senden einer E-Mail mit der Bitte um Unterzeichnung eines Dokuments, wenn ein Lead erstellt wird
- Kennzeichnung eines Lead als gewonnen, wenn ein Dokument unterzeichnet wurde
Felder, die verbinden
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- Name der Kontaktperson
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- Name des Unternehmens
What is our App Marketplace?
We offer many instant integrations — such as Google, Microsoft and Quickbooks. Our App Marketplace gives you additional flexibility to connect Nutshell with many other software applications. Even better, with our Marketplace service, we’ll set up, maintain and eat the costs of your Zapier connections to Nutshell. You get all the Zaps with no strings attached.
Have more questions about this integration? Start a free trial and chat with our sales team!
Anforderungen
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- Ein aktives Dropbox Sign-Konto
Häufig gestellte Fragen
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1. Do I need a specific Nutshell plan to use the Dropbox DocSend integration?
Nope! The Dropbox DocSend integration works with all Nutshell plans—Foundation, Growth, Pro, Business, and Enterprise. There are no plan restrictions or additional Nutshell costs. You just need a Dropbox DocSend account to get started.
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2. What’s the difference between Dropbox DocSend and Dropbox file storage integration?
DocSend is for secure document sharing with tracking and analytics—you can see who views documents and when. The Dropbox file storage integration just attaches files to records. Choose DocSend if you need engagement tracking and security controls; choose file storage for simple document attachment.
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3. How much does Dropbox DocSend cost to integrate with Nutshell?
DocSend pricing starts at 10/user/month(Personalplan) to 300/month (Advanced Data Rooms). The integration itself is free—you only pay DocSend’s standard pricing. Nutshell has no additional cost for connecting DocSend. Compare plans at dropbox.com to find the right fit for your team.
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4. What data syncs between Nutshell and Dropbox DocSend?
When documents are shared via DocSend, Nutshell automatically adds visitor information as contacts and logs activities when documents are visited or downloaded. This creates a timeline of all document engagement for each contact, helping your team track prospect interest without manual updates.
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5. Can I see who viewed my DocSend documents directly in Nutshell?
Yes! When someone visits or downloads a DocSend document, Nutshell adds a note to that contact’s timeline with visitor details and engagement info. You’ll see document name, visitor email, and visit URL—all logged automatically, so you never miss prospect engagement.
