Automate HubSpot Document Signing Process -- 2

Job ID: 39608685

Budget: $250 – $750 USD

I'm looking for an experienced developer to help automate the document signing process by integrating HubSpot with Dropbox Sign. The goal is to streamline the signing of NDAs, MSAs, KYC forms, LOAs, and order forms through automatic triggers based on CRM activity.

Key Requirements:

* Integrate HubSpot with Dropbox Sign to automate document workflows
* Automate signing for multiple business document types
* Set up automatic triggers from CRM updates (contact, deal, or company level)
* Ensure signed documents are returned and stored in the correct CRM records

Ideal Skills and Experience:

* Strong experience with HubSpot CRM and Dropbox Sign integrations
* Proficiency in automating workflows and CRM document processes
* Familiarity with legal/commercial document formatting and multi-signer flows
* Ability to troubleshoot, optimize, and document the setup

I'm looking to fully automate and scale our document process with minimal manual involvement. Prompt and precise delivery is important.

P.S. Video Call is must with freelancer prior awarding this project, so do not bid unless you willing to go on video call.