Update lead status in Zoho CRM when Docusign agreement is completed
Update lead status in Zoho CRM when Docusign agreement is completed
Update lead information in Zoho CRM when a legal services agreement is completed in DocuSign. This ensures accurate lead status and reflects their engagement, improving your sales process and client management.
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Overview
Update lead information in Zoho CRM when a legal services agreement is completed in DocuSign. This ensures accurate lead status and reflects their engagement, improving your sales process and client management.