Update lead status in Zoho CRM when a DocuSign agreement is sent
Update lead status in Zoho CRM when a DocuSign agreement is sent
Update lead information in Zoho CRM when a DocuSign envelope is created, ensuring lead status reflects the latest action. This keeps your sales process current and improves follow-up efficiency.
Zap details:
Overview
Update lead information in Zoho CRM when a DocuSign envelope is created, ensuring lead status reflects the latest action. This keeps your sales process current and improves follow-up efficiency.