DocSend + Zoho CRM
Create or update Zoho CRM module entries when new visits happen in DocSend
Stay on top of client interactions with this efficient workflow between DocSend and Zoho CRM. Every time a new visit takes place in DocSend, this automation promptly updates or creates a new module entry in your Zoho CRM. Hence, your client data is always up-to-date, ensuring immediate follow-ups and nurturing fruitful relationships.
Stay on top of client interactions with this efficient workflow between DocSend and Zoho CRM. Every time a new visit takes place in DocSend, this automation promptly updates or creates a new module entry in your Zoho CRM. Hence, your client data is always up-to-date, ensuring immediate follow-ups and nurturing fruitful relationships.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this!Create/Update Module Entry
Create or update module entries
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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
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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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