Connect Zoho Sign and OnePage CRM to Build Intelligent Automations

Choose a Trigger

Zoho Sign

When this happens...

Choose an Action

OnePage CRM

Automatically do this!

Enable Integrations or automations with these events of Zoho Sign and OnePage CRM

Enable Integrations or automations with these events of Zoho Sign and OnePage CRM

Actions

Get Document Details

Get Document Details

Get details for a specific document.

Get Document Form Data

Get Document Form Data

Retrieve filled form fields from a specific document.

Create Signature Document

Create Signature Document

Create a new Zoho Sign document using an existing template and assign recipients for signing. The document is created as a draft or sent immediately based on your selection.

Create Contact hold

Create Contact hold

Creates a new contact in OnePageCRM.

Create Call

Create Call

Create a call

Create Deal

Create Deal

Create a new deal

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Frequently Asked Questions

How do I start an integration between Zoho Sign and OnePage CRM?

To start, connect both your Zoho Sign and OnePage CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Sign triggers actions in OnePage CRM (or vice versa).

Can we customize how data from Zoho Sign is recorded in OnePage CRM?

Absolutely. You can customize how Zoho Sign data is recorded in OnePage CRM. This includes choosing which data fields go into which fields of OnePage CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zoho Sign and OnePage CRM?

The data sync between Zoho Sign and OnePage CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho Sign to OnePage CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho Sign and OnePage CRM?

Yes, you can set conditional logic to control the flow of data between Zoho Sign and OnePage CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Zoho Sign

About Zoho Sign

Zoho Sign is a digital signature app for business signatories. It helps you securely sign, send, and manage documents online, streamlining your workflow and ensuring compliance with legal standards.

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OnePage CRM

About OnePage CRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

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