How to effortlessly send and track documents with Zoho CRM
A detailed demonstration of how easy it is to setup an integration between Zoho CRM and Zoho Sign to enable effortless document signing and recording.
We'll guide you through setting up the integration between these two powerful apps. When you require a new prospect or deal to sign a document, it will be automatically populated from your CRM and sent directly to recipients for signature. Plus, we'll show you exactly where to locate these crucial documents within your CRM records for future reference.
With Zoho's apps, keeping your business's key sales processes seamlessly connected has never been easier.
Chapters:
00:00 Introduction
00:15 Integrating Zoho CRM and Zoho Sign
01:12 Setting up document templates
04:10 Populating your first document
05:48 Sending and signing documents
06:07 Thank you
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