Docusign + Zoho CRM
Update Zoho CRM module entries when envelope statuses updated in Docusign
Streamline your sales process with this efficient workflow. Once an envelope status gets updated in Docusign, a corresponding module entry will be instantly created or updated in Zoho CRM. This integration facilitates better tracking of all document changes, helping to keep your CRM data up-to-date and ensuring you stay on top of every sales opportunity.
Streamline your sales process with this efficient workflow. Once an envelope status gets updated in Docusign, a corresponding module entry will be instantly created or updated in Zoho CRM. This integration facilitates better tracking of all document changes, helping to keep your CRM data up-to-date and ensuring you stay on top of every sales opportunity.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Status
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Brand ID
Email Subject
Email Body
TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
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.
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New Folder
Triggers when a new folder is created.
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Brand ID
Email Subject
Email Body
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URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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.
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