We have carefully collected all of the companies that extract data from DocuSign and can connect it to your Zoho (CRM) so you have more options to choose from.
We highly recommend to contact integration platforms to figure out what metrics they can extract. Sometimes integration platforms don't have certain metrics out of the box, so it's better to contact them.
Useful integrations
1
Create a new task
(Zoho (CRM)) when an envelope has been completed in DocuSign
2
Create a new task
(Zoho (CRM)) when an envelope sent in DocuSign
3
Create a new task
(Zoho (CRM)) when an envelope status has been changed in DocuSign
4
Create a new task
(Zoho (CRM)) when a new event is created in DocuSign
5
Create a lead
(Zoho (CRM)) when an envelope has been completed in DocuSign
6
Create a lead
(Zoho (CRM)) when an envelope sent in DocuSign
7
Create a lead
(Zoho (CRM)) when an envelope status has been changed in DocuSign
8
Create a lead
(Zoho (CRM)) when a new event is created in DocuSign
9
Add or update a contact
(Zoho (CRM)) when an envelope has been completed in DocuSign
10
Add or update a contact
(Zoho (CRM)) when an envelope sent in DocuSign
11
Add or update a contact
(Zoho (CRM)) when an envelope status has been changed in DocuSign
12
Add or update a contact
(Zoho (CRM)) when a new event is created in DocuSign
13
Create an account
(Zoho (CRM)) when an envelope has been completed in DocuSign
14
Create an account
(Zoho (CRM)) when an envelope sent in DocuSign
15
Create an account
(Zoho (CRM)) when an envelope status has been changed in DocuSign
16
Create an account
(Zoho (CRM)) when a new event is created in DocuSign
17
Create a potential
(Zoho (CRM)) when an envelope has been completed in DocuSign
18
Create a potential
(Zoho (CRM)) when an envelope sent in DocuSign
19
Create a potential
(Zoho (CRM)) when an envelope status has been changed in DocuSign
20
Create a potential
(Zoho (CRM)) when a new event is created in DocuSign
21
Update a potential
(Zoho (CRM)) when an envelope has been completed in DocuSign
22
Update a potential
(Zoho (CRM)) when an envelope sent in DocuSign
23
Update a potential
(Zoho (CRM)) when an envelope status has been changed in DocuSign
24
Update a potential
(Zoho (CRM)) when a new event is created in DocuSign
25
Create or update an invoice
(Zoho (CRM)) when an envelope has been completed in DocuSign
26
Create or update an invoice
(Zoho (CRM)) when an envelope sent in DocuSign
27
Create or update an invoice
(Zoho (CRM)) when an envelope status has been changed in DocuSign
28
Create or update an invoice
(Zoho (CRM)) when a new event is created in DocuSign
29
Add an item to an invoice
(Zoho (CRM)) when an envelope has been completed in DocuSign
30
Add an item to an invoice
(Zoho (CRM)) when an envelope sent in DocuSign
31
Add an item to an invoice
(Zoho (CRM)) when an envelope status has been changed in DocuSign
32
Add an item to an invoice
(Zoho (CRM)) when a new event is created in DocuSign
33
Create a quote
(Zoho (CRM)) when an envelope has been completed in DocuSign
34
Create a quote
(Zoho (CRM)) when an envelope sent in DocuSign
35
Create a quote
(Zoho (CRM)) when an envelope status has been changed in DocuSign
36
Create a quote
(Zoho (CRM)) when a new event is created in DocuSign
More integrations
More integrations to Zoho (CRM)
If you use Zoho you know how important it is to automate tedious tasks. It’s already very powerful out of the box, but you can increase your productivity even further. By integrating it with other tools you use to operate your business you can make your sales team unstoppable.
Docusign is a leading document management tool. Do you want to get notifications when a contract is signed? Or probably you want to get all signed documents straight in your CRM? Yep, you can do all of this using no-code integration platforms. Check other integrations available for that powerful tool.