Zoho CRM & DocuSign Integration | Streamline Document Signing & Sales

Explore Triggers and Actions

New Contact (Instant)

Triggers an event each time a new contact is created in Zoho CRM

New Event (Instant)

Trigger new custom events from Zoho CRM

New Lead (Instant)

Triggers an event each time a new lead is created in Zoho CRM

New or Updated Contact (Instant)

Triggers an event each time a new contact is created or updated in Zoho CRM

New or Updated Lead (Instant)

Triggers an event each time a new lead is created or updated in Zoho CRM

New User

Triggers an event each time a new user is created in Zoho CRM

New Module Entry (Instant)

Trigger new events each time a new module/record is created in Zoho CRM

New or Updated Module Entry (Instant)

Triggers an event each time a module/record is created or edited in Zoho CRM

Updated Module Entry (Instant)

Triggers an event each time a new module/record is updated in Zoho CRM

Create Draft

Create and send an envelope, or create a draft envelope.

Create Signature Request

Creates a signature request from a template

Download Documents

Download the documents of an envelope to the /tmp directory.

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 Zoho Crm and Docusign?

The Zoho CRM and DocuSign integration empowers your sales and operations teams to send, sign, and manage documents directly within Zoho CRM. Eliminate manual paperwork, reduce errors, and close deals faster by automating contract signing and approvals with secure, legally binding eSignatures.

Frequently asked questions

How do I set up the Zoho CRM and DocuSign integration?

You can set up the integration by installing the DocuSign extension from the Zoho Marketplace, then connecting your DocuSign account within Zoho CRM settings. Follow the guided setup to configure templates and permissions.

Can I send documents for signature directly from Zoho CRM?

Yes, once integrated, you can send contracts, agreements, and other documents for signature directly from contact, deal, or custom modules within Zoho CRM without switching apps.

Are the eSignatures legally binding?

Absolutely. DocuSign eSignatures comply with global eSignature laws, ensuring that all signed documents are legally valid and secure.

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

Yes, the integration provides real-time status updates on sent documents, allowing you to monitor when a document is viewed, signed, or completed directly within Zoho CRM.

Is the integration secure and compliant with data protection regulations?

Both Zoho CRM and DocuSign adhere to strict security standards and compliance regulations, including GDPR and SOC 2, ensuring your data and documents are protected throughout the signing process.

Zoho Crm and Docusign Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Zoho Crm and Docusign?

Frequently asked questions

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