Integrate Zoho Sign with Google Sheets Using Pabbly Connect

Learn how to seamlessly add signed document details from Zoho Sign to Google Sheets using Pabbly Connect in this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Zoho Sign with Google Sheets, the first step is to access Pabbly Connect. Go to the Pabbly Connect website and sign up or log in to your account.

If you are a new user, click on the ‘Sign Up’ button to create your account. Existing users can simply log in. Once logged in, you will be directed to the Pabbly Connect dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something like ‘Zoho Sign to Google Sheets Integration’. This will help you easily identify the workflow later.

• Click on ‘Create’ to proceed.
• Select ‘Zoho Sign’ as your trigger application.
• Choose ‘Document Signed’ as the trigger event.

After selecting the trigger, click on ‘Connect’ to link your Zoho Sign account with Pabbly Connect. You will need to authorize the connection by providing your Zoho Sign domain and accepting the permissions requested.

3. Setting Up Zoho Sign for Document Signing

Once Pabbly Connect is connected to Zoho Sign, you will need to test the connection. Go to Zoho Sign and upload a document to be signed. Add the recipient details, including their email address, and set the signing options. using Pabbly Connect

• Select the signature fields in the document.
• Click on ‘Send for Signatures’.
• Confirm the signing process.

After sending the document for signing, Pabbly Connect will receive a notification when the document is signed. This information will be used to update your Google Sheets automatically.

4. Connecting Google Sheets to Pabbly Connect

Next, you will set up Google Sheets as the action application in Pabbly Connect. Choose ‘Google Sheets’ from the list of applications and select ‘Add New Row’ as the action event. using Pabbly Connect

Click on ‘Connect’ to authorize Pabbly Connect to access your Google Sheets account. Select the spreadsheet where you want to add the signed document details. Map the fields from Zoho Sign to the corresponding columns in Google Sheets.

This mapping will ensure that every time a document is signed, the recipient’s name, document name, signing status, and signing time are recorded in Google Sheets.

5. Testing the Integration Process

To finalize the integration, perform a test to ensure that the data flows correctly from Zoho Sign to Google Sheets through Pabbly Connect. After signing a document in Zoho Sign, check your Google Sheets to see if the details appear accurately.

Verify that all required information such as recipient’s name, email address, document name, signing status, and signing time are recorded. If everything looks good, your integration is successful!

This process not only saves time but also helps in maintaining organized records of signed documents. With Pabbly Connect, you can automate many such workflows to enhance productivity.

Conclusion

Integrating Zoho Sign with Google Sheets using Pabbly Connect allows you to automate the tracking of signed documents efficiently. This tutorial outlined the step-by-step process to set up the integration, ensuring that all signed document details are captured automatically. With Pabbly Connect, managing your document workflows becomes seamless and effective.