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Zoho CRM Integration with Docusign

Zoho CRM Integration with DocuSign for e-Signing

More than 90% of companies use CRM software in sales and marketing today. CRM software can handle every customer interaction, from tracking a lead to monitoring the progress of a sale.

One of the most significant benefits of CRM (Customer Relationship Management) software is that the data stored within the system is accessible to the whole company. A customer relationship management (CRM) tool tracks customer journeys and gives users a better understanding of the customer. Marketing teams can use the collected data to run contextual marketing campaigns, increase traffic, and grow the business. By personalizing and marketing to customers, companies can build relationships with them.

Integrating CRM with digital signature solutions is a no-brainer. While many businesses use CRM, only some have embraced electronic signature software. E-signatures make it easy for companies to get essential information documents, like sales contracts, signed quickly, easily, and securely. You don’t need to be physically present to sign and don’t have to worry about sending documents manually. Signers are also required to provide an extra layer of identity verification for added security.

This blog post will look closely at Zoho CRM integration with DocuSign for e-signing in the industry today.

How Does DocuSign Work?

The documents must be signed in various formats, including Word, PDF, and Excel. After that, you can add more people to your list. You’ll receive an email telling you how to sign the contract. Then, you’ll enter a name or an initial and get an email saying the client signed the document. Zoho integration with DocumentSign uses cutting-edge technologies to keep your security strong and your data safe.

Key Features

  1. Enter your signature, date, initials, etc., on the documents, and send them to your CRM from Zoho.
  2. With the help of Zoho CRM, you can monitor the status of your signed documents.
  3. The contracts you have signed will be saved in the Zoho Customer Relationship Management (CRM) system and will be searchable.
  4. Limit the scope of the document and tailor it to your requirements.

Also Read: Top 5 Zoho CRM Integrations 

Zoho CRM Integration with DocuSign

Zoho CRM and DocuSign integration can improve your efficiency and workflow. By Connecting these two apps allows you to automate tedious tasks, minimize manual labor, and foster better collaboration.

Whether you’re an owner of a small business or part of an enterprise, connecting Zoho’s CRM to DocuSign offers many advantages for your business. DocuSign is an extension of DocuSign that lets you send documents to contacts and digitally sign them. It’s supported by contracts, accounts, deals, quotes, invoices, purchase orders, and sales order modules. The non-lead and non-contract records documents are sent to the related contacts and quotes, invoices, purchase orders, and sales Orders are all PDF files. You can create templates for these records and send them for signature using this extension.

Installing will result in the creation of three custom modules. The modules are named according to the DocuSign terminology.

  • Envelopes: This applies to every step in sending out documents and getting signatures from customers or prospects.
  • Envelope Events:- This module records the time and date the document was sent for signature and when it was signed.
  • Envelope Recipients: This module records information about the document’s recipients, the order in which they must sign, etc.

Steps to follow for the Integration

  1. Installing the Extension:- There are two ways to install DocuSign-
    a) You can go to Zoho Marketplace and install it, or
    b) you can log into your Zoho Customer Relationship Management (Zoho CRM) account and install it. First, ensure a valid Zoho Customer Relationship Manager (ZoCM) and DocuSign account.
  2. Getting Documents signed using DocuSign:- Once you install the extension, you’ll see a “send for DocuSign” button on your Leads, contracts, accounts, and Deals details page. This button lets you send the documents your associated contacts need to sign. Each document will have a “related list” with the envelope details attached.
  3. Creating Documents using CRM Templates:- In addition to exporting documents in Quotes, invoices, purchase orders, and sales order modules, you also have the option to create documents using the templates available in Zoho’s CRM. The quotes, invoices, purchases, and sales orders are all PDF files. You can create different templates for each of those file types. For example, you can send a quote for signature using one of the templates.
  4. View Agreements associated with a record:- You can see all the contracts associated with a record and their signature status in the associated list ‘Envelopes’ of the record.
  5. Uninstalling the Extension:- When you want to uninstall DocuSign, please remember that all data will be erased upon uninstalling the extension and cannot be restored.

Benefits of Zoho CRM Integration with DocuSign for E-Signing

Zoho CRM integrates seamlessly with the DocuSign e-signature process, providing a single platform for customer relationship management (CRM).

Benefit of Zoho Integration

Here are a few advantages of this integration for your business process:

  1. Efficient Document Preparation: With Zoho CRM, you can easily create custom documents like contracts, proposals, and more. With the DocuSign integration, you can easily send these documents directly from your CRM for electronic signature.
  2. Real-time Tracking and Notification:- Track your documents in real-time. Get notifications whenever a recipient views, signs, or denies a document. This transparency means you’re always up-to-date and can follow up and make decisions.
  3. Enhanced Security and Compliance:- With DocuSign’s industry-leading encryption and audit trail, you can rest assured that your electronic signature is legal and secure. This speeds up the singing process and ensures you adhere to industry standards.
  4. Accelerated Deal Closures:- This integration drastically reduces the time required to complete a deal. By cutting out the mediator, businesses can speed up the entire sales process and boost their bottom line and customer satisfaction.
  5. Centralized Document Management:- All signature-based documents are automatically saved in the relevant Zoho Customer Relationship Management (CRM) records, providing a single, centralized place to store your documents. This makes document retrieval easier and provides a complete view of your customer’s history and interactions.

Conclusion

In a digital era where time is of the essence, integrating Zoho CRM with DocuSign for signing is a game changer for businesses seeking efficiency and agility in their operations. By automating and expediting the document signing process, this integration not only saves time and resources but also strengthens the overall customer experience.

Ready to experience the power of technology, streamline your business processes, and elevate your customer relationship with the Zoho CRM and DocuSign integration?

CRM Master’s Infotech is a Zoho Consultation Partner that helps you in the Zoho CRM integration with DocuSign and makes your business process more efficient and easier.

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