Add Speaker Agreement Template – BaseCRM Version Autograph with airSlate SignNow

How To Integrate Sign in CRM

hey guys he's pull I want to walk you through quite an important feature something's gonna save you time in zero CRM and zero sign I've got a question from Yvonne on the forum with where we hubs are one with enterprise plan we would like to find a way to create contracts over them with DocuSign unless that's the only option with zero using zel CRM information right because you're 0-1 you also have access to zero sign right this is a part of the package anybody else just got zero CRM you can obviously add Zoll sign to it as well so I'm gonna walk you through how to use Zoho sign which is like an e document signing up and yours our CRM what you're going to need to do is install the integration between the two but I'm gonna walk you through step by step how to do it okay so first thing we're gonna do is we're gonna install the marketplace app that gets these two talking so you want to go to zero CRM you've got to be the admin to do this you're gonna go to setup marketplace and then 0 I don't think if you click down it isn't actually one of the pics as they build customs or survey so it isn't the LS why pause we're gonna go to all and just extensions by the way if you want to use my app to get this training you can install my extension and you'll learn you'll see it in there but go to marketplace all and just put in sign and you'll say there's ojos sign for Xero CRM I'll put a link to it in the description where you can jump to this save you if you trying to fix it it'll give you some information what its gonna do and you just click install you are logged in as that's correct this is version 8 I'm happy because I've read terms and conditions obviously everybody does agree now I want this to show up for all my users because I want my salesmen to be able to create documents if you only want admin then you just obviously leave it as admin so I'm going to click install so what this will do is put a book on each of your tabs that says send to Zoho form sine so sine so you'll see here quotes added a button solve documents I'll do additive field purchase order done in the button so now when you go to account you're gonna see when you open up an account send to Zoho sign right so now you have completed the installation of the zero sign marketplace extension you're now connected right so our next step is we're going to create a template with Enzo sign so you're gonna go up to Zoll sign click on templates and sort of look up sort of pictures mailed one therefore I deleted it...