DocuSign Integration with Zoho CRM | Streamline eSignatures & Sales

Explore Triggers and Actions

New Folder

Trigger new event when a new folder is created

New Change in Envelope Status

Trigger new event when an envelope's status is updated

Convert Lead

Converts a Lead into a Contact or an Account.

Get Object

Gets record data given its id.

List Fields

Gets the field metadata for the specified module

List Modules

Retrieves a list of all the modules available in your CRM account.

Search Objects

Retrieves the records that match your search criteria.

List Objects

Gets the list of available records from a module.

Create Object

Create a new object/module entry.

Update Object

Updates existing entities in the module.

Download Attachment

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Docusign and Zoho Crm?

The DocuSign and Zoho CRM integration empowers your sales team to send, sign, and manage contracts directly within Zoho CRM. Automate agreement workflows, track document status in real-time, and close deals faster without switching platforms. This integration enhances productivity by streamlining electronic signature processes and maintaining a centralized record of all signed documents linked to your CRM contacts and deals.

Frequently asked questions

How do I connect DocuSign with Zoho CRM?

You can connect DocuSign with Zoho CRM by installing the DocuSign extension from the Zoho Marketplace and following the setup wizard to authenticate your DocuSign account within Zoho CRM.

Can I send documents for signature directly from Zoho CRM?

Yes, the integration allows you to send contracts and agreements for signature directly from contact, lead, or deal records within Zoho CRM, streamlining your workflow.

Will signed documents be saved in Zoho CRM automatically?

Absolutely. Once a document is signed via DocuSign, it is automatically saved and linked to the corresponding record in Zoho CRM for easy access and tracking.

Can I track the status of sent documents within Zoho CRM?

Yes, the integration provides real-time status updates on your sent documents, so you can monitor when a document is viewed, signed, or completed without leaving Zoho CRM.

Is this integration secure and compliant with e-signature regulations?

Yes, DocuSign is compliant with global e-signature laws including ESIGN, UETA, and eIDAS, ensuring your documents are legally binding and secure when processed through Zoho CRM.

Docusign and Zoho Crm Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Docusign and Zoho Crm?

Frequently asked questions

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