An automated workflow using integromat
Connects Zoho Sign + Zoho CRM
Create Zoho CRM deals from new Zoho Sign documents
About this workflow template
This automation scenario allows you to connect Zoho Sign and Zoho CRM
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Zoho Sign and Zoho CRM can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Zoho Sign
Watch Document Signed in Zoho Sign
Triggers when a document has been signed by a recipient.
Then this action happens in Zoho CRM
Create an Object in Zoho CRM
Creates a new object.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Zoho CRM deals from new Zoho Sign documents.
Part I
Configure Applications
First, we need to connect Zoho Sign and Zoho CRM to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Zoho Sign to Make.com.
Give Make.com access to your Zoho Sign account, using Zoho Sign credentials.
Connect Zoho CRM to Make.com.
Give Make.com access to your Zoho CRM account, using Zoho CRM credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Zoho Sign
Choose the following trigger: Watch Document Signed (Triggers when a document has been signed by a recipient.).
Then set up an Action for Zoho CRM
Choose this action: Create an Object (Creates a new object.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zoho Sign and Zoho CRM.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Zoho CRM deals from new Zoho Sign documents!
Related Automation Templates
Supported triggers and actions
New lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
triggerbyzapierautomateioNew contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
triggerbyzapierautomateioNew module entry
Triggers instantaneously when any entry is created in the specified module.
triggerbyzapierautomateiopabbly-connectWatch objects
Triggers when a new object is created or updated.
triggerbyintegromatNew/updated module entry
Triggers instantaneously when any entry is created or updated in the specified module.
triggerbyzapierNew or updated contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
triggerbyzapier
Send template
Send a template for signing
actionbyzapierMake an api call
Performs an arbitrary authorized API call.
actionbyintegromatDownload document
Downloads a Zoho Sign document
actionbyintegromatGet document details
Gets the details of a document
actionbyintegromatzapierGet document field data
Gets the details of the document filled by signers.
actionbyintegromatSend a document
Sends out a document for signature from recipients as specified. Uploaded file must contain fields specified as text tags.
actionbyintegromat
Apps you need
Zoho CRM is a powerful web-based CRM software that helps businesses attract, retain, and satisfy customers. It offers automated sales, seamless integration with popular business apps, and a comprehensive suite of features for managing leads, sales, marketing campaigns, customer support, and more. Transform your business with the world's favorite CRM system.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
