CRM Integration
Native Connectors

Sign Documents Without Leaving Your CRM.

Native integrations with Salesforce, HubSpot, Zoho CRM, and Pipedrive. Send, track, and manage documents directly from your CRM with AI-powered field mapping and automatic CRM writeback.

One-Click Setup — connect your CRM in seconds, no code required
AI Field Mapping — auto-map CRM fields to document templates intelligently
Automatic Writeback — signed data flows back to your CRM records instantly
Get Started - FREE View Pricing
No credit card required
Free plan available
Setup in under 5 minutes
Salesforce Salesforce
Deals / Acme Corp — Enterprise License Pending Signature
Zignature Signing
Secure
ENTERPRISE LICENSE AGREEMENT

This Agreement is entered into between Acme Corp and the undersigned Client for the provision of enterprise software licensing.

1. Signer Information
Name:
Full Name from CRM
Email:
Email Address from CRM
Date:
Feb 19, 2026 Auto-fill
Company:
Acme Corp from CRM
2. Agreement
I agree to Terms & Conditions Checkbox
Initials J.S.
Sign Here
Integrations
CRM Integrations
Salesforce
Salesforce
Connected
2m ago
HubSpot
HubSpot
Not connected
Connect
Zoho CRM
Zoho CRM
Not connected
Connect
Pipedrive
Pipedrive
Not connected
Connect
Send Document
Template
Enterprise NDA Template
Signer (from CRM Contact)
John Smith — john@acme.co Auto-filled
Deal Value
$
$48,000 from Deal
Send for Signing
Native Connectors

Native CRM Connectors

One-click integration with Salesforce, HubSpot, Zoho CRM, and Pipedrive. Send documents directly from contact and deal records without switching between apps.

Send from deal records trigger document sends directly from your CRM deal view
Real-time sync document status updates appear instantly in your CRM
No code required connect in one click with OAuth, no API keys needed
AI Field Mapping
Field Mappings
AI Auto-Detected
CRM Field Template Field
Company Name
Client Name
99%
Contact Email
Signer Email
98%
$
Deal Amount
Contract Value
95%
Close Date
Effective Date
92%
Description
Scope of Work
74%
5 of 5 fields mapped 1 needs review
AI Field Mapping

AI-Powered Field Mapping

Intelligent auto-mapping of CRM fields to document template fields using heuristic AI. Map once, reuse forever — no manual configuration for every document.

Heuristic AI intelligently matches CRM fields to template placeholders
Map once, reuse forever saved mappings apply to all future documents
Custom field support works with standard and custom CRM fields
HubSpot HubSpot
Deals / Acme Corp — Enterprise License
Deal Details
Stage
Contract Sent Closed Won
Amount $48,000
Close Date Feb 19, 2026
Activity Log
Document Signed by john@acme.co
Just now
Document Viewed opened signing link
3 min ago
Document Sent via CRM integration
8 min ago
Attachments
PDF
Enterprise_License_Signed.pdf
Signed · 2.4 MB · Just now
CRM Writeback

Automatic CRM Writeback

Automatically update deal stages, log activities, and write signed document data back to CRM records. Your CRM stays perfectly in sync without any manual effort.

Deal stage updates automatically advance deal stages when documents are signed
Activity logging every signing event logged as a CRM activity automatically
PDF attachment signed documents automatically saved to CRM records
Automation Rules
Active Rules
3 rules configured
Send NDA on Proposal Stage
Deal Stage = Proposal
Send NDA
Notify Slack
Welcome Doc for New Contacts
New Contact
Send Welcome Pack
Email Owner
Renewal Reminder
Close Date - 30 days
Send Renewal
Last 7 days: 340 triggered
100% success
CRM Automation

CRM Automation Rules

Auto-trigger document sends based on CRM events like deal stage changes, new contacts, or workflow actions. Set it once and let Zignature handle the rest.

Deal stage triggers auto-send documents when deals reach specific stages
New contact actions automatically send welcome docs to new CRM contacts
Workflow integration plug into existing CRM workflows and sequences
Trusted by Sales Teams
CRM

Your CRM,
Supercharged

From Salesforce to Pipedrive, Zignature integrates natively with the CRMs your team already uses.

4
CRMs
96%
Auto-Map
60%
Time Saved

Native CRM Connectors

One-click integration with Salesforce, HubSpot, Zoho CRM, and Pipedrive. Send documents directly from contact and deal records.

AI-Powered Field Mapping

Intelligent auto-mapping of CRM fields to document template fields using heuristic AI. Map once, reuse forever.

CRM Automation Rules

Auto-trigger document sends based on CRM events like deal stage changes, new contacts, or workflow actions.

Salesforce
HubSpot
Zoho CRM
Pipedrive
Trusted by 10,000+ sales teams
Across Salesforce, HubSpot, Zoho, and Pipedrive
CRM Integration Hub
4
CRM Platforms
96%
AI Field Accuracy
2min
Avg Setup Time
85%
Time Saved
Salesforce Salesforce Connected
HubSpot HubSpot Connected
Zoho Zoho CRM Connected
Pipedrive Pipedrive Connected
Native CRM connectors
One-click OAuth setup, no API keys needed
AI-powered field mapping
Auto-match CRM fields to document templates
Automation rules & writeback
Auto-send docs on deal stage changes
Chrome extension
Sign documents without leaving your CRM tab
Real-time status sync
Signing progress updates instantly in your CRM
Join 10,000+ businesses worldwide

Ready to Supercharge
Your CRM?

Native integrations, AI field mapping, automatic writeback — send documents from your CRM in seconds. Get started free today.

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