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Zoho Forms to Zoho Sign Integration – Implementation 2020

Ths video will show you how to create a Zoho Form and send it for signature using Zoho Sign once it has been submitted.  We cover the following:

  • Zoho Forms to Zoho Sign for automated digital signature collection
  • First, Zoho Sign document template created with pre-filled fields to be filled via automation Ex: First Name, Last Name, Company, Email
  • Build out of custom form in Zoho Forms to capture necessary information for Sign document
  • Direct integration between Zoho Forms and Zoho Sign
  • Upon submission of the Zoho Form, information from the form submission pre-populates a Sign document and delivers it for a signature to the email address submitted on the Form