Zoho CRM · CRM · Planned
Zoho CRM deals, signed without switching.
A Zoho CRM deal at the right stage sends the contact your agreement, and a completed signature moves the deal on. Today through Zapier or Make, natively later.
Why connect Zoho CRM
Three moments this is for.
The stage that sends
A deal reaches Negotiation. The contact is sent the agreement, filled from the deal's fields.
The signature that moves it
Signed: the deal's stage changes, and the certificate code is on the record.
The decline you hear about
A decline with its reason becomes a task on the deal.
How it works
Today: an automation
A Zoho CRM trigger in Zapier or Make runs SignSealer's Send a Form to Sign.
The signature comes back
SignSealer's Document Completed trigger updates the deal.
Later: native
A Zoho app authorised per data centre, with Zoho's notification channels renewed before they expire.
What comes across
What arrives from Zoho CRM, and what SignSealer does with it.
| From Zoho CRM | Used for |
|---|---|
| Deal and contact | Who signs, and the values filled in |
| Stage | What starts the agreement |
| Completed, declined | What moves the deal |
Where it stands: planned
Planned, not built. Zoho authorises apps per data centre and its notification channels expire within a week unless renewed, which the native connection will do for you. Until then Zapier and Make carry both directions.
Start today
What you can do now, without waiting.
Step 1
In Zapier or Make: trigger on a Zoho CRM deal update, then SignSealer's Send a Form to Sign.
Step 2
A second automation: Document Completed, then update the deal.
Step 3
Use the deal ID as your reference.
Read the full Zoho CRM guide How requirements decide what is sent
Questions
Zoho has Zoho Sign — why SignSealer?
For the evidence and the workflow: consent recorded before signature, rules that decide who owes what, packets for groups, and one place for signatures from every system, not only Zoho.
Which Zoho data centres?
The native integration will work in each Zoho data centre, because Zoho issues tokens per data centre. The automation route works wherever Zapier or Make can reach your account.
When is the native integration coming?
After HubSpot. This page will say so when it can be connected.
Ready when the next guest is.
Free for the first 25 agreements a month. No card to start.