Prefill ZOHO Sign with data from ZOHO CRM - Deals

Prefill ZOHO Sign with data from ZOHO CRM - Deals

Is there any ability to map fields from ZOHO CRM (specifically from a DEAL) into ZOHO Sign? The button (Send with ZOHO Sign) is created and functions. However the only field that maps over from the "Deal" is the company name.

Simple fields like Address and Name do not map over. All are requiring the sender to fill out manually prior to sending to the recipient.


      • 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