Salesforce + Zoho Sign
Send Zoho Sign templates for signature to new Salesforce contacts
There can be a lot of documentation involved in sales, and without the necessary automation, closing deals quickly can prove to be a challenge. This integration helps you expedite client paperwork by automatically sending a pre-filled Zoho Sign template for signature to every new contact you add in Salesforce.
There can be a lot of documentation involved in sales, and without the necessary automation, closing deals quickly can prove to be a challenge. This integration helps you expedite client paperwork by automatically sending a pre-filled Zoho Sign template for signature to every new contact you add in Salesforce.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Send Template
Send a template for signing
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