Dropbox Sign + Zoho CRM
Send signature requests from Dropbox Sign whenever new module entries are created in Zoho CRM
Start streamlining your administrative tasks when you use this integration. Whenever new module entry happens in Zoho CRM, a signature request, using a pre-defined template, is immediately sent from Dropbox Sign. Not only does this workflow save you time and effort, but it also ensures a consistent process for all signature requests, enhancing your business's efficiency and professionalism.
Start streamlining your administrative tasks when you use this integration. Whenever new module entry happens in Zoho CRM, a signature request, using a pre-defined template, is immediately sent from Dropbox Sign. Not only does this workflow save you time and effort, but it also ensures a consistent process for all signature requests, enhancing your business's efficiency and professionalism.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Send Signature Request From Template
Sends a HelloSign template out for signature request.
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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
