Signup Process

Signup Process

Hi There,

I am trying to produce a process flow which would need cross module integration and was hoping someone could help.

The process will be that someone signs up via a Zoho form which subsequently creates a contact in CRM. Once they are a contact in CRM then this creates a Zoho document (from a template) which then gets sent out to them in an email to e-sign, once e-signed this then updates a record in CRM stating they've completed the agreement.

Any ideas on how to do this please?


Cheers,

Mike

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