Zoho Sign
Zoho CRM
integromat

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.

Zoho Sign and Zoho CRM can also be integrated using automation tools other than integromat:

Diagram

Create Zoho CRM deals from new Zoho Sign documents
Workflow diagram: Zoho Sign + Zoho CRM integration

How it works?

When this trigger fires in Zoho Sign

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

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.

    Create Make.com account if you don't have one.

  • Connect Zoho Sign to Make.com.

    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.

    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

    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

    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

    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 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!

Supported triggers and actions

  • Zoho CRM

    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.

    zapierautomateio
    triggerbyzapierautomateio
  • Zoho CRM

    New 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.

    zapierautomateio
    triggerbyzapierautomateio
  • Zoho CRM

    New module entry

    Triggers instantaneously when any entry is created in the specified module.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Zoho CRM

    Watch objects

    Triggers when a new object is created or updated.

    integromat
    triggerbyintegromat
  • Zoho CRM

    New/updated module entry

    Triggers instantaneously when any entry is created or updated in the specified module.

    zapier
    triggerbyzapier
  • Zoho CRM

    New 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.

    zapier
    triggerbyzapier
  • Zoho Sign

    Send template

    Send a template for signing

    zapier
    actionbyzapier
  • Zoho Sign

    Make an api call

    Performs an arbitrary authorized API call.

    integromat
    actionbyintegromat
  • Zoho Sign

    Download document

    Downloads a Zoho Sign document

    integromat
    actionbyintegromat
  • Zoho Sign

    Get document details

    Gets the details of a document

    integromatzapier
    actionbyintegromatzapier
  • Zoho Sign

    Get document field data

    Gets the details of the document filled by signers.

    integromat
    actionbyintegromat
  • Zoho Sign

    Send a document

    Sends out a document for signature from recipients as specified. Uploaded file must contain fields specified as text tags.

    integromat
    actionbyintegromat

Apps you need

Zoho CRM

Zoho CRM

CRM

A comprehensive customer relationship management tool for businesses

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

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.