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Blog

Generate Customer Contracts from Deals in Zoho CRM

Lacey Jackson
June 23, 2021
|
Min Read

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.


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Lacey Jackson
Lacey is a Product Marketing Manager at Formstack who is dedicated to creating content that showcases the power of the Formstack Platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
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