DocSend + Zoho CRM
Create new Zoho CRM modules from new DocSend visits
Whenever a new visit occurs in DocSend, this workflow springs into action by creating a new module entry in Zoho CRM. This process ensures that every interaction within DocSend is promptly logged in your Zoho CRM, resulting in a streamlined customer management experience. It's the perfect routine to manage your digital document traffic while keeping your CRM updated with the latest interactions.
Whenever a new visit occurs in DocSend, this workflow springs into action by creating a new module entry in Zoho CRM. This process ensures that every interaction within DocSend is promptly logged in your Zoho CRM, resulting in a streamlined customer management experience. It's the perfect routine to manage your digital document traffic while keeping your CRM updated with the latest interactions.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this!Create Module Entry
Creates a new entry in a module
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New Link Created
This trigger fires when you create a new link in DocSend.
Try ItNew Space Created
This trigger fires when you create a new Space in DocSend.
Try ItDocument
100% Completion
Try ItNew Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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New Signed Document
Triggers when a visitor signs any DocSend document (e.g., NDA, Agreement, or other signable document).
Try ItNew Space Download
Triggers when you get a new download event in Spaces.
Try ItVisitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
Try ItNew Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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