How to connect DocuSign + Zoho CRM
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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.Try ItTriggerScheduled
Triggers when a new folder is created.Try ItTriggerScheduled
Api Docs Info
Query String Parameters
Additional Request Headers
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.Try ItTriggerScheduled
- Step 1: Authenticate DocuSign and Zoho CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.