Zoho Sign + Salesforce
Automate, accelerate, and customize your Salesforce signing experience.
A robust digital signature tool is a must-have addition for CRM software like Salesforce. Close deals quicker, automate your workflows, and manage agreements with Zoho Sign for Salesforce.
Benefits of Zoho Sign + Salesforce
Source from Salesforce, and do more with Zoho Sign
Fetch data from Salesforce to auto-populate fields and recipient details. Create custom triggers and actions between the apps using integration platforms.
- Send templates to updated Salesforce records.
- Create a lead in Salesforce when a document is signed.
- Update your Salesforce records when a document is signed, expired, or recalled.
Customize templates and SignForms
Generate customized, reusable templates to cut out repetitive contract creation. Create secure, public URLs that you can circulate and embed anywhere. Collect and manage bulk self-service agreements seamlessly.
No-compromise compliance and security
Enable recipient authentication, identity verification using regional or government-issued IDs, controls for life sciences, and more. Zoho Sign also provides qualified electronic signatures (QES) and advanced electronic signatures (AES), and is compliant with GDPR, HIPAA, CFR 21 Part 11, EU GMP Annex 11, and more.
Centralized management
Track the document and the signing status in real time. Manage user roles and permissions to supervise data access and visibility. Generate detailed document reports and oversee organization and document-level activities in a few clicks.
Integrate Zoho Sign with Salesforce using integration platforms like Zoho Flow, Zapier, Pabbly Connect, Make (formerly Integromat), and Integrately, or use APIs.
Why choose Zoho Sign over other alternatives?
- Features Zoho Sign DocuSign Adobe Sign Dropbox Sign
- Unlimited contract signing, storage, and templates Yes No No No
- Qualified electronic signatures (QES) for contract signing Yes Yes Yes Yes
- Blockchain-based timestamping Yes Yes No No
- Free migration and onboarding assistance Yes No No No
- Free technical support Yes No No No
Seamless, swift, and secure signing
Frequently asked questions:
Can I integrate my existing Salesforce account with Zoho Sign?
Absolutely! You can connect Zoho Sign to your existing Salesforce account using integration platforms such as Zapier, Zoho Flow, Pabbly Connect, Make, and Integrately. You can also use Zoho Sign's APIs to integrate.
Can I import my Salesforce records while integrating with Zoho Sign?
Yes, you can. In fact, this is one of the key benefits of the integration. You can customize your signature workflows via APIs or integration platforms and import data directly from your Salesforce records into your Zoho Sign account.
Which edition supports this integration?
The integration is available through the Enterprise edition of both Zoho Sign and Salesforce.