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,

      • Sticky Posts

      • Free webinar: The critical role of electronic signatures in HR

        Hello everyone, Businesses and organizations have started implementing electronic signatures across departments, and human resources is no exception. Employee and employer signatures are crucial in HR processes, as they serve as an acknowledgment of critical
      • 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