Zoho CRM + SignNow Integration | Streamline eSignatures & Document Workflows

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 Document From Template

Creates a new document copy out of a template.

Prefill Text Fields

Adds values to fields that the signers can later edit when they receive the document for signature.

Send Field Invite

Creates and sends a field invite to sign a document.

Upload Document With Tags

Uploads a file that contains SignNow text tags.

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 Signnow?

The Zoho CRM and SignNow integration empowers your sales and operations teams to send, sign, and manage documents directly within Zoho CRM. Streamline contract approvals, reduce manual data entry, and accelerate your sales cycle by embedding legally binding eSignatures into your CRM processes. This integration ensures secure, compliant, and efficient document handling without ever leaving your Zoho CRM environment.

Frequently asked questions

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

To set up the integration, navigate to the Zoho CRM Marketplace, find the SignNow app, and install it. Then, connect your SignNow account by authorizing access. Once connected, you can start sending documents for signature directly from Zoho CRM.

Can I send documents for signature directly from Zoho CRM records?

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

Are the signatures collected through SignNow legally binding?

Absolutely. SignNow complies with global eSignature laws such as ESIGN, UETA, and eIDAS, ensuring all signatures collected are legally valid and enforceable.

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

Yes, the integration provides real-time status updates on sent documents, including when they are viewed, signed, or completed, all accessible within your Zoho CRM dashboard.

Is my data secure when using the Zoho CRM and SignNow integration?

Data security is a top priority. Both Zoho CRM and SignNow use industry-standard encryption and comply with strict data protection regulations to keep your information safe and confidential.

Zoho Crm and Signnow Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Zoho Crm and Signnow?

Frequently asked questions

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