Integration with ZOHO CRM
Dustin Rohde commented
Not sure what level of integration you are looking for but I have my Sales reps creating contracts from within Zoho CRM --> Zoho Writer --> Post to Echosign no problem at all.
The only downside I am working on right now is automating a Potential / Contact once the contract is signed.
Since we have been using it we have over 200+ signed contracts right from within Zoho CRM. Contract is created with merge fields in about 4 clicks. Done deal.
Much more advanced features are available with Echosign integration if you use the Enterprise edition as well.
Please let me know if you have any questions.
Michael Roberts commented
The other two big CRMs are represented Salesforce and SugarCRM. The fact that Zoho is missing is disappointing, as it is great for small businesses and so is echosign group.
Jimenez Schaefer Costa commented
Yes this integration with zoho CRM it´s really important. You guys will gain access to a lot of potential clients. Now its the time for this integration, the cloud services is a reality on business now and zoho crm is a great valuable service
Nick Rosener commented
I would love this! I would love it if EchoSign integrated with my workflow with Zoho CRM, giving me a central place to see all of the deal-related documents and making the workflow work smoothly.
Thanks for providing your suggestion!
~Amy Wang, Adobe EchoSign PM
i suggest also !