Configure Zoho Sign

The Zoho Sign integration displays Zoho Sign documents sent and processed to the User (Zoho CRM Contact) through the Zoho Sign extension in CRM Marketplace. Users will be able to view and download a PDF of the signed document that is related to them in Zoho CRM.

Ensure that Zoho Sign’s extension has been installed in Zoho CRM’s marketplace. See more information here.

Verify that the plugin is connected to Zoho Sign, see more info here. In the WordPress admin>ZPortals>Zoho API Settings, click on the Zoho Sign menu to enable the integration. Toggle on the "Activate Sign Integration" and then toggle on the "Sign Enable/Disable" option. Map the appropriate drop down fields from the CRM to the plugin:

Important notes about this integration:

In the WordPress admin, navigate to ZPortals>Customization - Zoho Sign and enable the “Show in user portal” for Zoho Sign documents to display to Users as a menu item.

You can select the columns based on available fields from the ZohoSign Document module in the CRM, set a default status and even a default filter based on document status, as an example:

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