In this tutorial, you’ll learn how to integrate DocuSign with Zoho.
- Log in to Zoho CRM, then go to the "Marketplace" icon from the top menu.
- Search for "Docusign" and click on it.
- Click on "Install."
- Select the checkbox to accept the terms, then click "Install.”
- Select the required checkboxes, then click “Continue to Install.”
- Choose users/profiles, then click "Confirm."
