Wow - Effortlessly send and track documents with Zoho CRM and Zoho Sign

Published: 30 August 2024
on channel: Zoho CRM
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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


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