CRM Integration Overview

With the Zoho CRM integration, salespeople can initiate new contract requests directly in the Zoho CRM and track the contract's status from the Zoho Contracts section in the record's related list. They can also download the contract document or send it to the respective customer as an email attachment in Zoho CRM.

Feature Availability: Professional and Premium plans.

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To install Zoho Contracts Extension, see Installing Zoho Contracts Extension in Zoho CRM.

To update Zoho Contracts Extension, see Updating Zoho Contracts Extension in Zoho CRM.

To set up Zoho Contracts Extension, see Setting Up Zoho Contracts Extension in Zoho CRM.

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CRM Forms	Customer Service	Accessible Forms
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HTML Forms	Education	Forms for Enterprise
Contact Forms	E-commerce	Forms for any business
Lead Generation Forms	Healthcare	Forms for Startups
Wordpress Forms	Customer onboarding	Forms for Small Business
No Code Forms	Construction	RSVP tool for holidays
Free Forms	Travel	Features for Order Forms
Prefill Forms	Non-Profit
Intake Forms	Legal	Mobile App
Form Designer	HR	Mobile Forms
Card Forms	Food	Offline Forms
Assign Forms	Photography	Mobile Forms Features
Translate Forms	Real Estate	Kiosk in Mobile Forms
Electronic Forms
Drag & drop form builder
Notification Emails for Forms	Alternatives	Security & Compliance
Holiday Forms	Google Forms alternative	GDPR
Form to PDF	Jotform alternative	HIPAA Forms
Email Forms		Encrypted Forms
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