Docusign + Zoho CRM

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.

  1. When this happens...
    DocusignDocusign
    Envelope Status Updated

    Triggers when an envelope is sent, completed, 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. Zapier will only fetch data and documents for envelope types that have been selected.

    TriggerScheduled
  2. automatically do this!
    Zoho CRMZoho CRM
    Create/Update Module Entry

    Create or update module entries

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • TemplateRequired

    • Email Subject

    • Email Blurb

    • Recipient Email

    • Recipient Name

    • Recipient Role

    Action
    Write
  • Zoho CRM triggers, actions, and search

    New 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.

    Trigger
    Scheduled
    Try It
docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn moreHelp

Related categories

  • Signatures

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zoho-crm logo
zoho-crm logo

About Zoho CRM

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

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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