Connect ZapSign with Zoho CRM

Unlock the superpowers of ZapSign + Zoho CRM and automate your tasks without having to write a single line of code.

Or explore automation templates

Automate ZapSign and Zoho CRM
with Pluga integrations

ZapSign and Zoho CRM
your way

Check out the available triggers and actions in the automation of apps ZapSign + Zoho CRM

ZapSign

Signed document

For each signed document on ZapSign

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Trigger
ZapSign

Signed document

For each signed document on ZapSign

Subscriber name

Email

NO

Telephone number with area code

Contract signed at:

Qualification

Signature image link

Visa image link (heading)

Photo of the document

Photo on the back of the document

Selfie link

Selfie link 2

Shipping mode

Subscription URL

CPF do assinante

CNPJ do assinante

Token do signatário

Document creator email

Contract name

Original contract file link

Signed contract file link

Contract created in:

Documentos complementares: nomes (separados por vírgula)

Documentos complementares: links dos arquivos originais (separados por vírgula)

Documentos complementares: links dos arquivos assinados (separados por vírgula)

Token do documento

Token do template

ZapSign

Create document via template

create a document using a template on ZapSign

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Premium Action
ZapSign

Create document via template

create a document using a template on ZapSign

Send message on WhatsApp automatically

DDI of the signer's phone

Signatory's telephone number (with area code)

Frequency of sending reminders

Zoho CRM

Create or update deal

create or update a deal on Zoho CRM

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Action
Zoho CRM

Create or update deal

create or update a deal on Zoho CRM

How it works

How the ZapSign and Zoho CRM integration works

1. Trigger ZapSign Signed document
2. Action Zoho CRM Create or update deal

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ZapSign

ZapSign

Signatures

Connect ZapSign to 131+ apps with Pluga and turn your work into a productive machine. Generate contracts from templates, send them for signature as soon as a deal closes and track who has already signed and who still has to. Once finalized, the document goes straight to your Drive, email, CRM or whichever platform you prefer.

Integrations with ZapSign See more integrations with Signatures Visit ZapSign
Zoho CRM

Zoho CRM

CRM

Connect Zoho CRM to 131+ apps with Pluga and turn your work into a productive machine. Register leads from every channel automatically, move deals along on their own, generate contracts and invoices, fire personalized follow-ups at the right moment and keep your pipeline always up to date.

Integrations with Zoho CRM See more integrations with CRM Visit Zoho CRM

Frequently Asked Questions

  • With Pluga, you can easily automate ZapSign with Zoho CRM . Just follow these steps:

    • 1. Log in or sign up (for free) on Pluga and click on “Create automation”;
    • 2. Select the source app and trigger;
    • 3. Select the destination app and action;
    • 4. Make the necessary adjustments, specifying which data will be sent to one app to another.

  • By automating ZapSign with Zoho CRM on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.

  • On Pluga, you can make several automations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create automations between ZapSign, Zoho CRM, and even other apps.

    We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check Pluga's pricing page for more details.