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Integrating SignNow with Zoho CRM by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between SignNow and Zoho CRM

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Integrations for SignNow
About SignNow

About SignNow SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Integrations for Zoho CRM
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Connect SignNow + Zoho CRM in easier way

It's easy to connect SignNow + Zoho CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • Document Completed

    Triggers when all signers have filled in and signed the document.

  • Document Deleted

    Triggers when a document has been deleted.

  • Document Updated

    Triggers when a document has been updated

  • New Document

    Triggers when a document has been uploaded to SignNow.

  • New Contact

    Triggers when a new contact is added.

  • New or Updated Module Entry

    Triggers instantaneously when an entry is created or modified in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • Actions
  • Cancel Invite to Sign and Delete Document

    Revokes an invite to sign. Optionally can delete a document.

  • Invite to Sign

    Sends an email with the invite to sign a document.

  • Upload Document

    Uploads a new document.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How SignNow & Zoho CRM Integrations Work

  1. Step 1: Choose SignNow as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from SignNow to Zoho CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 5:27 pm
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