HelloSign + Copper Integration

When someone completes your HelloSign, a new person is automatically created in your Copper. This way, you can quickly follow up with the signature request and turn them into a customer!

Plus, all of the information from the HelloSign is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a HelloSign - Copper integration set up makes it easy to manage your customer relationships and grow your business.

It's important to stay on top of your customer relationships, and one way to do that is to create Copper tasks for new HelloSign signature requests received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Copper task for new HelloSign signature request received today - your customers will thank you for it!