Create eSign Genie folders from templates for new or updated Zoho CRM leads
Streamline your onboarding process with this integration. We'll create a new document in eSign Genie as soon as a newly created or updated lead is entered into Zoho CRM. Send out lead generation forms without having to think about it.
Streamline your onboarding process with this integration. We'll create a new document in eSign Genie as soon as a newly created or updated lead is entered into Zoho CRM. Send out lead generation forms without having to think about it.
- When this happens...New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
- automatically do this!Create Folder From Template
Create a Folder from Template.
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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.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New 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.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It