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Integrate Zoho Sign with Zoho CRM
Send information between Zoho Sign and Zoho CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Update deal stage in Zoho CRM when a document is marked as complete in Zoho Sign
How it works
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Update deal stage in Zoho CRM when a document is marked as complete in Zoho Sign
Zoho Sign + Zoho CRM
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Build your own integrations between Zoho Sign and Zoho CRM
Connect Zoho Sign and Zoho CRM with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho Sign and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Folder created
Triggers when a new folder is created
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Document recalled
Triggers when a document is recalled
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Document expired
Triggers when a document has expired
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Document forwarded
Triggers when a document is forwarded
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Document viewed
Triggers when a document is viewed
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Template created
Triggers when a new template is created
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Document signed
Triggers when a document is signed
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Document completed
Triggers when a document is completed
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Document sent
Triggers when a document is sent
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Document declined
Triggers when a document is declined
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New note
Triggers when a new note is added
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Updated module entry
Triggers when an entry is updated in the selected module
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Entry created or updated
Triggers when a record entry is created or updated
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User created or updated
Triggers when the details of an existing user are created or updated
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New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
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New user
Triggers when a new user is created
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New module
Triggers when a new module is created
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New contact
Triggers when a new contact is created
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New lead
Triggers when a new lead is created
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Updated deal
Triggers when an existing deal is updated
All Actions - Actions are the automated tasks
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Draft document
Populates a document based on a template
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Send request by email
Sends a request to the specified email address
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Create folder
Creates a new folder
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Send document
Populates a document based on a template and sends it to the specified recipients
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Update document
Updates the details of an existing document based on ID
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Change request owner
Chnages the owner of the specified request
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Fetch template
Fetches the details of an existing template by name or ID
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Fetch document
Fetches the details of an existing document by ID
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Fetch recipient
Fetches the details of a document's recipient by email address
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Draft email template
Drafts an email based on the selected template
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Update module entry
Updates the specified module entry
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Send email template
Sends an email to the specified users
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Send mail merge
Sends a mail merge with details of the selected record
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Update related module entry
Relates an entry in this module with an entry in another module
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Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
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Add tags
Adds tags to the specified record
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Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
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Add note
Adds a note to the selected module
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Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
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Remove tags
Removes tags from the specified record
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Raise signal
Raises a signal to Zoho CRM
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Add user
Adds a new user
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Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
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Convert lead to contact
Converts a lead to a contact
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Update user
Updates the details of an existing user based on user ID
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Fetch account
Fetches an account by its name or unique ID
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Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
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Fetch user
Fetches the details of an existing user by name or email address
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Fetch lead
Fetches a lead by email address or unique ID
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Fetch email template
Fetches an email template by name
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Fetch contact
Fetches a contact by email address, unique ID, or name
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Clone module entry
Clones an existing module entry
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Fetch inventory template
Fetches an inventory template using ID
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Fetch event
Fetches an event by its title or unique ID
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Delete module entry
Deletes the specified entry
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Cancel call
Cancels a event
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Fetch module entry
Fetches a module entry by the specified values
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Fetch product
Fetches a product by its name or unique ID
What is Zoho Sign?
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What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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