We have integrated Zoho CRM with RightSignature software. We have a good idea of the E-Sign software and we can also integrate any Zoho service with other E-signature platforms, Docusign, Silanis for example.
Right signature allows you to create templated documents and get them signed online.
Zoho CRM allows you to automate sales workflow and integrate with any web services as part of workflow rules.
We have developed a solution where the following buttons on a Zoho CRM lead interface will trigger corresponding actions on the RightSignature server. A middleware we wrote on php based on Rightsignature php library, helps us achieve this task.
- Email QuoteThis action generates a quote template for the Zoho CRM data as a PDF file (on our middleware), uploads it to Rightsignature service with the Signer as the Zoho CRM Lead. The code also updates Zoho CRM with the newly created document ID.
- Email ApplicationSame as Email Quote, but chooses a different template from RightSignature. The code also updates Zoho CRM with the newly created document ID.
- Attach Signed Quote Gets the document ID from Zoho CRM (updated from Email Quote action), downloads it from Rightsignature (if the document is signed) and uploads it back to that Lead.
- Attach Signed Application Gets the document ID from Zoho CRM (updated from Email Application action), downloads it from Rightsignature (if the document is signed) and uploads it back to that Lead.
Technical Notes : (For developers)
We will be happy to share our sample code if you are looking to integrate these two services. Contact us for more help.