Integrate eSign Genie with Zoho CRM to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate eSign Genie with Zoho CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from eSign Genie

A trigger is an event that starts your Zap and runs the workflow. For example, with eSign Genie, a trigger could be "Document Cancelled."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected eSign Genie to Zoho CRM

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Triggers and actions are the main components of every automated workflow.

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Set up your first integration

Quickly connect eSign Genie to Zoho CRM with a Zapier template.

Our most popular template

Create folders from eSign Genie templates for new module entries in Zoho CRM
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Zoho CRM + eSign Genie
Add attachments to contacts in Zoho CRM when new documents execute in eSign Genie
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eSign Genie + Zoho CRM
Create Zoho module entries for newly completed eSign Genie documents
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eSign Genie + Zoho CRM
Create eSign Genie folders from templates for new or updated Zoho CRM leads
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Zoho CRM + eSign Genie
Create folders from templates in eSign Genie for new or updated module entries in Zoho CRM
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Zoho CRM + eSign Genie
Create folders from templates in eSign Genie for new or updated contacts in Zoho CRM
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Zoho CRM + eSign Genie

Create folders from eSign Genie templates for new module entries in Zoho CRM

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Zoho CRM + eSign Genie

Add attachments to contacts in Zoho CRM when new documents execute in eSign Genie

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eSign Genie + Zoho CRM

Create Zoho module entries for newly completed eSign Genie documents

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eSign Genie + Zoho CRM

Create eSign Genie folders from templates for new or updated Zoho CRM leads

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Zoho CRM + eSign Genie

Create folders from templates in eSign Genie for new or updated module entries in Zoho CRM

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Zoho CRM + eSign Genie

Create folders from templates in eSign Genie for new or updated contacts in Zoho CRM

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Zoho CRM + eSign Genie

Find and update module entries in Zoho CRM for newly sent documents in eSign Genie
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eSign Genie + Zoho CRM
Update module entries in Zoho CRM for newly-cancelled documents in eSign Genie
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eSign Genie + Zoho CRM

Make work flow with AI

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Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Document Cancelled
Triggers when a Party has declined to sign or cancels a Document. Required reason for cancelling and Party who cancelled included in this trigger. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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Document Executed
Triggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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Document Signed
Triggers when a Party has signed a Document. In case of a multiparty Documents: You get a separate trigger when each Party Signs the Document. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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- Template
  Required
- Folder Name
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Permission
  Required
- Sequence
  Required
- Host Email Id
- Allow Name Change
- Sender Email
- SignIn Sequence
- Send Now
- In Person Enable
- Fix Recipient Parties
- Fix Documents
- Send Success Url
- Send Error Url
- Sign Success Url
- Sign Decline Url
- Sign Later Url
- Sign Error Url
Action
Write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
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- Module
  Required
Trigger
Instant
Try It

- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related_Module
  Required
- Related Entry ID
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

Document Deleted
Triggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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Document Sent
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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Document Viewed
Triggers whenever a signer has opened and viewed the Document for the first time. You get a separate trigger when each Party Views the Document. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
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- Module
  Required
Trigger
Instant
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New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
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- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

Learn how to automate eSign Genie on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

About eSign Genie

eSign Genie is an easy, cost-effective, comprehensive and legally binding end-to-end esignature solution with Templates, Bulk Signing, Online Forms, APIs.

Related categories

Signatures

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Integrate eSign Genie with Zoho CRM to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Select a trigger from eSign Genie

Setup an action from Zoho CRM

That’s it! You just connected eSign Genie to Zoho CRM

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Set up your first integration

Create folders from eSign Genie templates for new module entries in Zoho CRM

Add attachments to contacts in Zoho CRM when new documents execute in eSign Genie

Create Zoho module entries for newly completed eSign Genie documents

Create eSign Genie folders from templates for new or updated Zoho CRM leads

Create folders from templates in eSign Genie for new or updated module entries in Zoho CRM

Create folders from templates in eSign Genie for new or updated contacts in Zoho CRM

Create folders from eSign Genie templates for new module entries in Zoho CRM

Add attachments to contacts in Zoho CRM when new documents execute in eSign Genie

Create Zoho module entries for newly completed eSign Genie documents

Create eSign Genie folders from templates for new or updated Zoho CRM leads

Create folders from templates in eSign Genie for new or updated module entries in Zoho CRM

Create folders from templates in eSign Genie for new or updated contacts in Zoho CRM

Find and update module entries in Zoho CRM for newly sent documents in eSign Genie

Update module entries in Zoho CRM for newly-cancelled documents in eSign Genie

Make work flow with AI

Connect eSign Genie and Zoho CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Connect eSign Genie and Zoho CRM to unlock the power of automation

Supported triggers and actions

Learn how to automate eSign Genie on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

5 ways to use the Zapier Zoho CRM integration

Connect eSign Genie to Zoho CRM on the world's largest no-code automation platform