How to Automate Contracting with Zoho CRM and Zoho Sign

If you are starting this course, you are probably familiar with part of the Zoho Suite, including CRM. Some of Zoho’s greatest features include the inter-app integrations.

You’ve come to the right place to learn about another one, the Zoho Sign – CRM integration.

Contract process and eSignature automation is something that every business needs. In our cloud-computing world, gone are the days of physical documents and fax machines!

When set up correctly, this integration will significantly lighten your administrative tasks and save you many headaches. So, jump in and learn how to make Zoho Sign work for you!

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Course Includes

  • 3 Lessons
  • 19 Topics

Ratings and Reviews

Avg. Rating
4 Ratings
What's your experience? We'd love to know!
Michel Wozniak
Posted 10 months ago
Excellent !

Very clear !

Rick Possett
Posted 1 year ago
Wonderful Succinct How-to

Goes step-by-step quickly. Easy enough to go back if we missed something.

Posted 2 years ago
Great Intro Course for Mail-Merge!

I had no prior experience using mail merge, and this course teaches it perfect. Easy to understand and so useful in the Zoho world!

Posted 2 years ago
I had not thought of that use case.

Great information! So many uses I had not thought of.

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