How to Integrate Zoho Sign with Zoho CRM

How to Integrate Zoho Sign with Zoho CRM

Zoho Sign integrates directly with Zoho CRM, letting you send documents for signature and track their status without leaving a CRM record.

For a fuller look at what this integration lets you do and why Zoho Sign is worth using, see our article on what eSigning solution integrates well with Zoho CRM.

Setting Up the Integration

  1. Confirm your subscriptions. You'll need an active Zoho Sign subscription alongside your Zoho CRM subscription, or a Zoho One subscription, which bundles both.
  2. Install the Zoho Sign extension. From within Zoho CRM, go to Setup, then Marketplace, and find and install the Zoho Sign extension.
  3. Authorise the connection. Sign in to your Zoho Sign account when prompted, to link the two accounts together.
  4. Configure which modules can use it. Enable the Zoho Sign related list and Send for Signature action on the standard or custom modules where you want to use it, such as Deals, Quotes, or Sales Orders.

Sending a Document for Signature

  1. Open the relevant CRM record.
  2. Use Send for Signature, choosing either a document already stored on the record, an email template, a mail merge template, or a saved Zoho Sign template.
  3. Map any Zoho Sign template fields to the corresponding CRM fields, so recipient details and other data populate automatically.
  4. Send the document. Its signature status then appears directly on the CRM record.
Note: Sending a saved Zoho Sign template for signature requires Professional edition or above on Zoho Sign specifically. Check your current Zoho Sign plan if this option isn't available.
Need help? 1 Cloud Consultants can help you set up the Zoho Sign integration and map templates to your CRM fields correctly. Book a discovery call with 1 Cloud Consultants.