Send easy from zoho crm

Streamline the process of collecting client information and processing data using customizable no-code web forms. Automate your web form workflows; Send Easy From Zoho Crm.
Get started for free
Send Easy From Zoho Crm Send Easy From Zoho Crm Circle illustration Circle illustration
Discover the ‘Send Easy From Zoho Crm’ feature and and other tools to automate your document-based processes. Benefit from an entirely new approach to work where you and your team can spend more time on strategic initiatives.
Feature image
Avoid combining dozens of tools to complete simple workflows. Set up airSlate Integration and Automation Bots to send notifications and connect your Send Easy From Zoho Crm-related workflow with multiple systems of record.
Feature image
Set up Bots to automatically fill your documents with specified data, then include a legally-binding eSignature. Send Easy From Zoho Crm – Negotiate in real-time and sign contracts faster.
Feature image

Create fully automated web form workflows on one platform

Streamline the process of collecting client information and processing data using customizable no-code web forms.
Get started for free

Watch API airSlate contract construction and ‘Send Easy From Zoho Crm’ feature in action

Create web forms and share them with customers to capture information with ease.
Left hand illustration Right hand illustration

Powerful send easy from zoho crm solution

Learn why the airSlate send easy from zoho crms solution beats the competition
airSlate
JotForm
Wufoo
Formstack
No-code Web form creation
Mobile responsive forms
In-person fillable forms
Form preview
Form archiving
Embedded forms
Drag & drop interface
Undo / Redo
Custom themes and design
Adding fillable fields to PDF files
Field validation
Field size
Standard fields
Template fields
Formula field
Multifunctional table field
HTML code field
Required fields
Conditional fields
Actionable fields
Branching
Recipient attachments
Accept payments
Custom welcome form
In Editor comments
PDF editing
PDF annotations
Redlining documents
eSignature
Certificate of completion
Signing order
Role based document access
Role based field access
Bulk send
Redirect to external link
No-code reminders and notifications
Custom email notifications
Expiration for process
Advanced recipient authentication
File sharing with teammates
Distribute via QR code
Print to PDF
Workflow library
Advanced multi-cloud document generation
Document import
Document storage
Address book
Contract negotiation
Contract lifecycle management
Document authoring and collaboration
No-code conditional routing
Multi-cloud workflow automation
Robotic process automation
No-code automation bots
No-code integration bots
No-code archive bots
Pre-fill forms with data from Salesforce, GSuite, Office 365 via no-code integrations
Extract data from forms to CRM, GSuite, Office 365 via no-code integrations
Custom branding
SSO
Teams
User management
User permissions
Organization administration
Audit trail
Multiple workspaces
Security and compliance
HIPAA compliance
No-code analytics
Custom charts and reporting
Mobile application
Show more
Choose a better solution

Try airSlate’s all-in-one document workflow automation for free

Start free trial

Automate business interactions with airSlate products

Deploy any business process with an all-in-one no-code automation platform.
Robotic process automation
Configure no-code airSlate Bots in minutes to pre-fill or extract data, integrate into a single or multiple systems of record, automate routing and decisions, or set up reminders, and notifications. Any repetitive task can be done by an existing Bot, or we can build a new one.
Learn more
Document generation
The most powerful document generation engine with text tags, fillable fields, e-signature and roles built in, with the ability to connect to multiple data sources simultaneously without writing a single line of code.
Learn more
Accept payments
Connect to a payment gateway and accept credit cards, ACH or other forms of payment. Use no-code airSlate Bots to quickly integrate payment collection into contract negotiation, quote-creation, invoicing or accounting.
Learn more
Workflow automation
Automate routing, approvals, data collection, reporting and other workflows using no-code airSlate Bots. Configure and deploy them in minutes, no API, coding or complicated standards to learn.
Learn more
Contract negotiations
Pre-fill, generate from templates, comment, redline, track changes, approve and e-sign contracts in a single, integrated no-code business automation platform.
Learn more
Built-in e-signing
Use airSlate’s enterprise-grade e-signature to set up any multi-signature role-based workflow.
Learn more
Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
Learn more
Contract management
Generate quotes, contracts, orders, and invoices while receiving payments and tracking contract execution. Automate every step of the sales and procurement process by integrating with a single platform.
Learn more
Advanced analytics
Custom analytics are as easy to set up as our no-code airSlate Bots. Create graphs and reports based on any field in a document, data value, or activity in your workspace.
Learn more

No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data and using the ‘Send Easy From Zoho Crm’ feature.
Automation bots
Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

Use pre-built document generation templates

Browse a library of hundreds of ready-to-use templates. Customize them, connect them to multiple data sources, and start running your automated workflows.
Capital Expenditure Request Approval
The Capital Expenditure Request Flow is used by accounting and finance departments to get expenditure requests approved by their company’s CFO and CEO....
Learn more
Contract Management
The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract....
Learn more
Employee Onboarding
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use....
Learn more
Vacation/Leave Request
Automatically collect approved vacation request forms with airSlate. Integrate with your CRM with no coding required. Try out the seamless workflow automation....
Learn more
Sales Invoice
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers....
Learn more
Budget Approval
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives....
Learn more
Marketing Campaign
A Marketing Campaign Flow is used by Marketing departments to automate reviews and approvals of new marketing campaigns....
Learn more
Internal Job Application
The Internal Job Application Flow is used by HR departments to automate the process of collecting and reviewing applications for new hires....
Learn more
Travel Request
Accounting and finance departments use the Travel Request Flow to automate the process of managing employee requests for planning business trips or requesting assistance for upcoming travel plans....
Learn more
Document generation illustration

Become an expert in automation

Enroll in any of the airSlate Academy's free courses and learn the ins and outs of automating document workflows with airSlate products.

Join airSlate Academy
Workflow industries illustration

Generate documents for any industry workflow

By connecting and automating entire document workflows, airSlate helps industries and departments do business faster with less risk, lower costs, and better experiences for customers and employees.

See all industries

Enterprise-class security and compliance

airSlate is committed to protecting your sensitive information by complying with global industry-leading security standards.
Get started for free
soc-2
SOC 2 Type II certification
Guarantees the secure management of your data & the privacy of your clients.
hipaa
HIPAA compliance
Protects your patients’ private health information.
gdpr
GDPR compliance
Regulates the use and holding of personal data belonging to EU residents.
pci
PCI DSS certification
Safeguards credit/debit card data for every monetary transaction a customer makes.
ferpa
FERPA
Protects the privacy of student records maintained by an educational institution.
ccpa
CCPA compliance
Enhances the protection of personal data and privacy belonging to California residents.
Get started for free
Choose a better solution

Try airSlate’s all-in-one document workflow automation for free

Start free trial

airSlate improves the way you send easy from zoho crm

airSlate raises your efficiency to a new level. A combination of robust tools for document generation, building web forms, creating legally-binding esignatures, and using software robots has a huge impact on your and your employees’ daily operations. You don't have to spend hours to send easy from zoho crm anymore. All you need is a vision of your perfect workflow, and our professional solution will help you turn it into a reality.
How to send easy from zoho crm:
  1. Create an account. Go to the airSlate website and complete a simple registration procedure.
  2. Customize your Workspace. Indicate the name of your company, add its logo, define accessibility for new users.
  3. Check out the product. Explore helpful tips and tricks to getting started with the solution.
  4. Start building your first Flow. Select Create New Flow and choose how you want to collect the information you need for you to send easy from zoho crm or simply upload it to the system.
  5. Assign Roles. Click the appropriate button at the top of the screen and indicate people that must have access to the Flow and their permissions and responsibilities.
  6. Set up automation. Add Bots that will integrate your forms with other systems of record or automate the document lifecycle.
  7. Test everything out. Share the workflow with colleagues and watch your work get simpler.
If something goes wrong or you run into difficulties with automating work processes, consider enrolling in the airSlate Academy courses. They’ll help you learn more about business process automation and available tools. They’ll even provide you with real-life use cases that will help you get ideas for your own business.

Digitize your processes with airSlate

Send Easy From Zoho Crm – Create, set up, and automate dynamic no-code document workflows.
Establish report with certificate of completion Compliance
Create and scale seamless workflows by ensuring the correct data is collected at the right time. establish report with certificate of completion Compliance to gather feedback from customers, relevant ...
Learn more
Establish report with Certified Registered Delivery Compliance
Build and scale error-free workflows by ensuring the correct data is collected at the right time. establish report with Certified Registered Delivery Compliance to gather customer feedback, relevant e...
Learn more
Establish report with cloud security trust Compliance
Build and scale error-free workflows by ensuring the correct data is collected at the right time. establish report with cloud security trust Compliance to collect customer feedback, up-to-date reviews...
Learn more
Establish report with CloudTrust Compliance
With airSlate, you can establish report with CloudTrust Compliance to collect and export actual and accurate data 10x faster than before. Our user-friendly interface, drag and drop form designer, and ...
Learn more
Establish report with compliant Compliance
Build and scale error-free workflows by ensuring the right data is collected at the right time. Benefit from establish report with compliant Compliance to gather feedback from customers, actual review...
Learn more
Establish report with CSA Compliance
Build and scale error-free workflows by ensuring the right data is collected at the right time. Benefit from establish report with CSA Compliance to gather feedback from customers, actual evaluations,...
Learn more
Establish report with digital certificate Compliance
Create and scale error-free workflows by ensuring the correct data is collected at the right time. establish report with digital certificate Compliance to gather customer feedback, relevant reviews, o...
Learn more
Establish report with eDelivery Compliance
Build and scale error-free workflows by ensuring the correct information is collected at the right time. Benefit from establish report with eDelivery Compliance to gather feedback from customers, actu...
Learn more
Establish report with eID Compliance
With airSlate, you can establish report with eID Compliance to gather and export relevant and accurate data 10x faster than before. Our intuitive user interface, drag and drop form designer, and innov...
Learn more
Establish report with EIDAS Compliance
Build and scale seamless workflows by ensuring the correct data is collected at the right time. Take advantage of establish report with EIDAS Compliance to collect customer feedback, actual evaluation...
Learn more

Questions & answers

Here is a list of the most common customer questions. If you can t find an answer to your question, please don't hesitate to each out to us.
Need help?
Contact Support

Searches related to Send Easy From Zoho Crm

Web Forms Export to Formstack Documents Bot Pre-fill from Litmos bot Unassign Role Bot Mailchimp send Campaign bot airSlate Automation Bots Integration Bots Electronic Signature Automate Workflows PDF Editing Analytics automation workflow

We’ve got the answers to your questions

How does automation help in a send easy from zoho crm?

Automation simplifies the process of sending documents from Zoho CRM, saving you time and reducing errors. By setting up automated workflows, you can ensure that messages reach the right people without the need for manual input. This streamlines your communication and enhances your team's efficiency. Additionally, using a solution like airSlate can further enhance your automation efforts, allowing for seamless document management and approval processes, which helps your organization operate smoothly and effectively.

What is the best solution to automate a send easy from zoho crm?

The best way to automate sending documents from Zoho CRM is to integrate it with the airSlate document automation platform. This solution streamlines your workflow by allowing you to create, send, and manage documents directly from your CRM. By using airSlate, you ensure that your team saves time and reduces errors, while also enhancing collaboration. Overall, this integration empowers your organization to focus on what really matters: growing your business and serving your clients.

How can you automate a send easy from zoho crm with airSlate?

To automate a send easy from Zoho CRM with airSlate, you first integrate both platforms. You can create a workflow in airSlate that pulls data from your Zoho CRM and sets up the necessary documents to send. After that, you can set triggers that automatically send these documents based on specific actions in Zoho, like updating a lead or closing a deal. This streamlines your process, saves time, and enhances your overall productivity by ensuring timely communication.

What are the pros of an automated send easy from zoho crm?

An automated send easy from Zoho CRM streamlines your communication process, allowing teams to send messages and documents with minimal effort. This saves time and reduces the chances of human error, ensuring your outreach remains consistent and professional. Additionally, automation helps you track interactions and outcomes, enabling you to measure effectiveness and adjust your strategies accordingly. For even more efficiency, consider airSlate’s document automation platform, which can further enhance your workflow by integrating with Zoho CRM, providing seamless management of your documents from start to finish.