Connect Xodo Sign and Zoho CRM
Integrate Xodo Sign with Zoho CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a lead in Zoho CRM when Document Is Sent via Xodo Sign
Create a Note in Zoho-crm when Document Is Sent via Xodo Sign
Create a lead in Zoho-crm when Document Is Sent via Xodo Sign
Search Lead in Zoho CRM when Document Is Sent via Xodo Sign
Update Note in Lead in Zoho-crm when Document Is Sent via Xodo Sign
Popular Xodo Sign + Zoho CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Xodo Sign
When this happens...
Document Is Sent
Document Completed
Choose an action
Zoho CRM
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tags to Leads
Search Contact
Attach File to Record
Find Module
Create Record
Update a lead in Zoho CRM when Document Is Sent via Xodo Sign
Use this flowCreate a Note in Zoho-crm when Document Is Sent via Xodo Sign
Use this flowCreate a lead in Zoho-crm when Document Is Sent via Xodo Sign
Use this flowSearch Lead in Zoho CRM when Document Is Sent via Xodo Sign
Use this flowUpdate Note in Lead in Zoho-crm when Document Is Sent via Xodo Sign
Use this flowAdd Tags to Leads in Zoho CRM when Document Is Sent via Xodo Sign
Use this flowSearch Contact in Zoho CRM when Document Is Sent via Xodo Sign
Use this flowAttach File to Record in Zoho CRM when Document Is Sent via Xodo Sign
Use this flowFind Module in Zoho CRM when Document Is Sent via Xodo Sign
Use this flowCreate Record in Zoho CRM when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Zoho CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deals
Triggers when a new deal is created.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Find and Download Document
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
Learn more
About Zoho CRM
Zoho CRM is an AI-powered customer relationship management platform that helps businesses manage leads, contacts, deals, customer interactions, sales automation, forecasting, and analytics in one place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Zoho CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Xodo Sign and Zoho CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zoho CRM. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Zoho CRM, and a separate workflow where Zoho CRM triggers actions in Xodo Sign. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Xodo Sign and Zoho CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Zoho CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
