DocSend

DocSend + Zoho CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect DocSend and Zoho CRM, with as many as 15 possible integrations. Are you ready to find your productivity superpowers?

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Zoho CRM is a Premium integration on Zapier.

It's easy to connect DocSend + Zoho CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Link Created

This trigger fires when you create a new link in DocSend.

Create Lead

Creates a new lead.

New Space Created

This trigger fires when you create a new Space in DocSend.

Create Contact

Creates a new contact.

New Visit

Triggers when you get a new visit.

Update Contact

Updates a contact.

New Entry in Module (Instant)

Triggers when any entry is created in the specified module. Note: Requires a Zoho plan of at least "professional".

Create Entry in Module

Creates a new entry within a specific module. Custom modules are only supported for those on Zoho's "Enterprise" plan.

New Contact

Triggers when a new contact is created.

Update Lead

Updates a lead.

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DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

See Zoho CRM Integrations