A high-speed, 30 second demonstration of how effortlessly you can streamline sending, signing, and managing important documents with Zoho CRM and Zoho Sign.
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.
See our longer video "How to effortlessly send and track documents with Zoho CRM and Zoho Sign" for full details on HOW we do this integration: https://zurl.co/gLEG
Watch video Wow - Effortlessly send and track documents with Zoho CRM and Zoho Sign online without registration, duration hours minute second in high quality. This video was added by user Zoho CRM 30 August 2024, don't forget to share it with your friends and acquaintances, it has been viewed on our site 96 once and liked it 2 people.