Generate Customer Contracts from Deals in Zoho CRM

‍

Are you getting the most out of your data?

Everyday your organization collects and stores valuable customer data. From interactions with sales to billing data, this data can be used in a variety of ways to power your business, improve your team’s productivity, and help you to make better business decisions. If you’re using Zoho CRM to keep your customer information updated and accessible, we’ve got a tutorial to help you automate some of your most important business workflows. 

In this video walkthrough, we’ll be sharing how you can take data from your Zoho CRM and use it to automatically generate customer contracts with the click of a button. 

Learn More: Learn more about Formstack and Zoho Advanced Partner, Nimbis Designs. They’re dedicated to helping users get the most out of their Zoho account. 

Connecting your Formstack Documents account to your Zoho CRM and mapping fields only takes a few minutes! 

If you’d like help setting up your first Formstack Documents template, check in with our Professional Services team. They’re always ready to help you realize your vision. 

This workflow uses Formstack Documents, Formstack Sign, and Zoho CRM. 

Want to dive deeper into our Formstack Builders tutorials? Check out the video tutorial below for more tips on digitizing the customer experience.