Zoho Sign integration with Zendesk Sell
Prerequisites
- A valid Zendesk account
- Enterprise edition of Zoho Sign
- Sufficient Zoho Sign credits (5 credits/document signature request)
Installing the Zoho Sign extension in Zendesk Sell
- In the left navigation pane, click Settings, then click Apps under Integrations.
- Click Marketplace and search for Zoho Sign for Sell by OApps.
- Click Install.
Setting up the integration
- Select a contact.
- From the right navigation pane, click the Zoho Sign for Sell by OApps icon.
- Click Enable to authorize both Zendesk and Zoho Sign.
- Upon successful authorization, click Complete Installation.
How to send a document or template from Zendesk Sell
- From your Zendesk Sell dashboard, click on Contacts from the left navigation pane.
- Select the desired contact. in the contact information page, from the right navigation pane, click Zoho Sign for Sell by OApps.
- Here, you can find the option to either send a document for signature or send a template for signature.
Send a document for signature using the Zoho Sign for the Zendesk Sell extension
- Click Documents for Signature. Select the document and click Next.
- You will be automatically redirected to the Zoho Sign page where you can add additional settings, if needed.
- Once you're done, click Continue.
- Insert the document fields and send the document for signature.
- Refresh your Zendesk Sell dashboard to track the document's status.
Send a template for signature using the Zoho Sign for Zendesk Sell extension
- Click the Templates for Signature dropdown and select a template you have already created in Zoho Sign.
- You will be redirected to the Zoho Sign page automatically, where you can click Continue if you wish to view the document and add additional fields, or choose Quick Send.
- Refresh your Zendesk Sell window to track the status of the document.
Tracking documents sent from Zoho Sign's extension for Zendesk Sell
From the Zendesk Sell dashboard
- Select the contact. In the contact information page click Zoho Sign for Sell by OApps.
- Here, you can find the status of all the documents and templates sent out for signature.
- Select the document. You will be redirected to Zoho Sign's document status window.
From the Zoho Sign dashboard
- Hover over Documents in your Zoho Sign dashboard and click In progress.
- Select the document and you can track the document's current status, along with additional reminder, save, and edit options.
OAppS Technologies Pvt Ltd, a Zoho Partner, is the creator of this extension. For integration-related assistance, please email help@oapps.xyzZoho CRM Training Programs
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