Send secure from ZohoCRM
Streamline the process of collecting client information and processing data using customizable no-code web forms. Automate your web form workflows; Send Secure From ZohoCRM.
Share your documents quickly and securely
Watch API airSlate contract construction and ‘Send Secure From ZohoCRM’ feature in action
Create web forms and share them with customers to capture information with ease.
Powerful send secure from ZohoCRM solution
Learn why the airSlate send secure from ZohoCRMs 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
Choose a better solution
Try airSlate’s all-in-one document workflow automation for free
Automate business interactions with airSlate products
Deploy any business process with an all-in-one no-code automation platform.
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 Secure From ZohoCRM’ feature.
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.
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.
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.
Enterprise-class security and compliance
airSlate is committed to protecting your sensitive information by complying with global industry-leading security standards.
SOC 2 Type II certification
Guarantees the secure management of your data & the privacy of your clients.
HIPAA compliance
Protects your patients’ private health information.
GDPR compliance
Regulates the use and holding of personal data belonging to EU residents.
PCI DSS certification
Safeguards credit/debit card data for every monetary transaction a customer makes.
FERPA
Protects the privacy of student records maintained
by an educational institution.
CCPA compliance
Enhances the protection of personal data and privacy belonging to California residents.
Choose a better solution
Try airSlate’s all-in-one document workflow automation for free
airSlate improves the way you send secure from ZohoCRM
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 secure from ZohoCRM 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 secure from ZohoCRM:
- Create an account. Go to the airSlate website and complete a simple registration procedure.
- Customize your Workspace. Indicate the name of your company, add its logo, define accessibility for new users.
- Check out the product. Explore helpful tips and tricks to getting started with the solution.
- Start building your first Flow. Select Create New Flow and choose how you want to collect the information you need for you to send secure from ZohoCRM or simply upload it to the system.
- 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.
- Set up automation. Add Bots that will integrate your forms with other systems of record or automate the document lifecycle.
- 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 Secure From ZohoCRM – Create, set up, and automate dynamic no-code document workflows.
Questions & answers
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