Mail Merge Fillable Fields updating CRM fields

Mail Merge Fillable Fields updating CRM fields

Hello All,

We use Zoho Sign with mail merge templates to send contracts for signature to our clients.

I would like to know if its possible to have a fillable field (Checkbox) in the document that could update a field in the Contacts module on Zoho CRM when the document is signed and submitted. 

I believe it would be like mapping the 2 fields previously and then, when the signer clicks on the checkbox and submit the document, the field on the CRM is updated.

Thank you for your help,

      Zoho Developer Community




          Bootcamp
          Community
          Pricing
          Webinars
          What's New
          Integrations
          Contact Support
          Contact Sales



              Zoho Survey Resources
                Features
                Survey Templates
                Integrations
                Community
                iOS Mobile Surveys
                Pricing
                Android Mobile Surveys
                Insurvey Blogs
                Insight Blogs
                Tips & Tricks





                              Latest Feature Updates

                                Zoho Desk Resources

                                • Desk Community Learning Series


                                • Digest


                                • Functions


                                • Meetups


                                • Kbase


                                • Resources


                                • Glossary


                                • Desk Marketplace


                                • MVP Corner


                                • Word of the Day




                                    Zoho Marketing Automation
                                      Zoho SalesIQ Resources

                                            • Sticky Posts

                                            • Zoho Sign: Product updates - Mid - 2024

                                              Hello, everyone! We've crossed the halfway point in 2024, and here's what Zoho Sign has been up to lately. We've been part of several Zoho User Groups, and we've started creating video content for our developers. Along with this, we have once again been


                                            Manage your brands on social media
                                            Access Zoho Social

                                              Zoho Pagesense Resources


                                                  Zoho TeamInbox Resources

                                                    Zoho DataPrep Resources



                                                      Zoho CRM Plus Resources

                                                        Zoho Books Resources


                                                          Zoho Subscriptions Resources

                                                            Zoho Projects Resources


                                                              Zoho Sprints Resources


                                                                Qntrl Resources


                                                                  Zoho Creator Resources


                                                                    Zoho WorkDrive Resources



                                                                      Zoho Campaigns Resources

                                                                        Zoho CRM Resources

                                                                        • CRM Community Learning Series

                                                                          CRM Community Learning Series


                                                                        • Tips

                                                                          Tips

                                                                        • Functions

                                                                          Functions

                                                                        • Meetups

                                                                          Meetups

                                                                        • Kbase

                                                                          Kbase

                                                                        • Resources

                                                                          Resources

                                                                        • Digest

                                                                          Digest

                                                                        • CRM Marketplace

                                                                          CRM Marketplace

                                                                        • MVP Corner

                                                                          MVP Corner







                                                                            Design. Discuss. Deliver.

                                                                            Create visually engaging stories with Zoho Show.

                                                                            Get Started Now