How do I integrate Centilio Sign with my CRM?
Integration Guide⏱️ 2 min readCentilio Sign supports integration with popular CRM platforms like Salesforce and HubSpot:
- Navigate to Settings > Integrations
- Find your CRM platform in the available integrations
- Click 'Connect' and follow the authentication process
- Configure which document events sync to your CRM
- Map Centilio Sign fields to your CRM fields for automatic data updates
Supported CRM Platforms:
- Salesforce
- HubSpot
- Microsoft Dynamics
- Zoho CRM
🔄 Automation: CRM integration enables automatic updates to contact records, deal stages, and custom fields based on signing events.