How to associate a document sent in Zoho Sign with an deal in the CRM?
Hi,
often documents are loaded in Zoho sign and sent for signature. These sometimes are linked to a deal in the Zoho CRM and would be nice to see the status of the document within the CRM.
I am aware of the integration, but that assumes that the document upload starts from within the CRM.
Is there a way where I can associate a document from Sign with an existing deal?
thank you
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