Integrate Zoho Sign with Zoho CRM
Send information between Zoho Sign and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Update deal stage in Zoho CRM when a document is marked as complete in Zoho Sign
How it works
Update deal stage in Zoho CRM when a document is marked as complete in Zoho Sign
Zoho Sign + Zoho CRM
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Supported triggers and actions
Integrate Zoho Sign and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Document expired
Triggers when a document has expired
Document recalled
Triggers when a document is recalled
Document declined
Triggers when a document is declined
Folder created
Triggers when a new folder is created
Document completed
Triggers when a document is completed
Document signed
Triggers when a document is signed
Document sent
Triggers when a document is sent
Document viewed
Triggers when a document is viewed
Document forwarded
Triggers when a document is forwarded
Template created
Triggers when a new template is created
New note
Triggers when a new note is added
New user
Triggers when a new user is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Entry created or updated
Triggers when a record entry is created or updated
Updated deal
Triggers when an existing deal is updated
User created or updated
Triggers when the details of an existing user are created or updated
New lead
Triggers when a new lead is created
Updated module entry
Triggers when an entry is updated in the selected module
New contact
Triggers when a new contact is created
New module
Triggers when a new module is created
All Actions - Actions are the automated tasks
Send request by email
Sends a request to the specified email address
Draft document
Populates a document based on a template
Send document
Populates a document based on a template and sends it to the specified recipients
Create folder
Creates a new folder
Change request owner
Chnages the owner of the specified request
Update document
Updates the details of an existing document based on ID
Fetch document
Fetches the details of an existing document by ID
Fetch template
Fetches the details of an existing template by name or ID
Fetch recipient
Fetches the details of a document's recipient by email address
Add note
Adds a note to the selected module
Remove tags
Removes tags from the specified record
Add user
Adds a new user
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send email template
Sends an email to the specified users
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Add tags
Adds tags to the specified record
Update module entry
Updates the specified module entry
Raise signal
Raises a signal to Zoho CRM
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update user
Updates the details of an existing user based on user ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch account
Fetches an account by its name or unique ID
Clone module entry
Clones an existing module entry
Fetch event
Fetches an event by its title or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch email template
Fetches an email template by name
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch inventory template
Fetches an inventory template using ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
What is Zoho Sign?
Similar apps
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
