Complete documents in Zoho Sign and create new module entries in Zoho CRM instantly
Improve your sales process with this seamless workflow. Whenever a document is completed in Zoho Sign, a new entry will be created instantly in Zoho CRM. This automation will help keep your customer records up-to-date, saving you time and effort in manual data entry. Simply ensure that the document completion in Zoho Sign aligns with the information required in your Zoho CRM module to streamline your customer management.
Improve your sales process with this seamless workflow. Whenever a document is completed in Zoho Sign, a new entry will be created instantly in Zoho CRM. This automation will help keep your customer records up-to-date, saving you time and effort in manual data entry. Simply ensure that the document completion in Zoho Sign aligns with the information required in your Zoho CRM module to streamline your customer management.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Create Module Entry
Creates a new entry in a module
- Free forever for core features
- 14 day trial for premium features & apps