Integrating Zoho Sign with Zoho CRM
Available in all data centers
Zoho Sign offers its integration with Zoho CRM, our customer relationship management software. This integration helps to send, sign, and manage sales agreements, business contracts, and other documents directly from Zoho CRM, saving time and closing deals faster.
Consider a scenario where Zylker is an organization that sells laptops and accessories and uses Zoho CRM to manage its leads and customers. Whenever a client places a bulk laptop order for their company, the Zylker sales team can instantly send a sales agreement or purchase contract, which has been saved as a reusable template Zoho Sign. They can easily map fields from their CRM record with the fields present in the template, thus saving them the time to manually add values before sending the paperwork for signature. Once the document has been sent for signature, its status can be easily tracked from the CRM dashboard, thus saving the hassle of tracking the paperwork and ensuring faster approvals. This not only reduces deal closure time, but also provides a better customer experience.
What can you do with this integration?
- Sending and signing documents in Zoho CRM
- Collect signatures using Zoho Sign templates
- Customizing email templates
- Collect signature using a mail merge template
- Collect signatures using inventory templates
- Sending documents from a custom module
Prerequisites
- A valid Zoho Sign subscription
- A valid Zoho CRM subscription
(or)
- A valid Zoho One subscription
Plan availability
Zoho Sign
Standard | Professional | Enterprise | |
Integration | ✔️ | ✔️ | ✔️ |
Document sending and signing within Zoho CRM | ✔️ | ✔️ | ✔️ |
Recipient authentication | ✔️ | ✔️ | ✔️ |
Sending Zoho Sign templates for signature | ✔️ | ✔️ |
Zoho CRM
Integration | Available in all paid plans |
Email templates | Available in all paid plans |
Mailmerge templates | Available in all paid plans (Will consume additional credits when a template is merged and the PDF file is generated within Zoho Writer.) |
Inventory templates | Available in all paid plans |
How to install the Zoho Sign extension for Zoho CRM
From your Zoho CRM account
- Click the settings icon in the top navigation pane.
- Click All under Marketplace and search for Zoho Sign for Zoho CRM.
- Click the Install button and follow the on-screen instructions.
- Choose the users/profiles who should be able to access this extension:
- Install for admins only - The extension will be installed in all Zoho CRM administrator accounts.
- Install for all users - The extension will be installed in all CRM users' accounts.
- Choose profiles - Extension will be installed only in the selected profiles.
- Click Confirm.
Once the Zoho Sign extension has been successfully installed, six modules, Leads, Contacts, Deals, Accounts, Quotes, Invoices, Sales orders, and Purchase orders, will have the button Send with Zoho Sign button, and three sub modules will be created with Zoho CRM, which can be accessed by clicking Other Modules in Zoho CRM's top navigation pane.
- ZohoSign Document Events - Displays the document status, which will also be present under every record in CRM.
- ZohoSign Documents - Contains the list of all documents sent from Zoho CRM.
- ZohoSign Recipients - Shows the recipient lists to whom the documents have been sent.
From Zoho Marketplace
- Go to https://marketplace.zoho.com/app/crm/zoho-sign
- Click Install.
- Follow the on-screen instructions to install the extension.
- Choose one of the following profiles - Install for admin only, Install for all users, or Choose profiles.
- Click Confirm.
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