Update Zoho CRM module entries when envelope statuses updated in Docusign
Streamline your sales process with this efficient workflow. Once an envelope status gets updated in Docusign, a corresponding module entry will be instantly created or updated in Zoho CRM. This integration facilitates better tracking of all document changes, helping to keep your CRM data up-to-date and ensuring you stay on top of every sales opportunity.
Streamline your sales process with this efficient workflow. Once an envelope status gets updated in Docusign, a corresponding module entry will be instantly created or updated in Zoho CRM. This integration facilitates better tracking of all document changes, helping to keep your CRM data up-to-date and ensuring you stay on top of every sales opportunity.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Some data may be unavailable if you do not have full access to the envelope.
- automatically do this!Create/Update Module Entry
Create or update module entries
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