Integrating Lumin with Zoho

Elevate your Zoho CRM workflow with Lumin. Streamline document management, automate contract tracking, and boost productivity. 

• Install the Lumin app in Zoho
• How to use

Install the Lumin app in Zoho

1. Go to Zoho CRM marketplace and search Lumin, then click install.
2. After the installation, follow the prompts to authorize the app.
3. Login and confirm to authorize the integration by clicking Allow access.

How to use

1. Select a lead, contact, account or deal.
2. Click on Send with Lumin button.
3. Drag and drop your file in the upload field or click the Upload button.
4. Prepare the contract by selecting its due date, signers, and viewers (optional), then click Send to dispatch the contract for signatures.
5. Sent contracts will be listed in the related list within the lead, contact, account or deal.