Make better use of your time by connecting your document workflows with InTouch CRM

Connect your document workflows with InTouch CRM to improve your productivity. Cut down on manual processes and milestones in your tasks faster.
DocHub logo

Connect DocHub

Connect DocHub to InTouch CRM

Easily connect DocHub to InTouch CRM and start working on documents straight away. Set up the integration in minutes, no tech support needed.

Edit PDFs

Edit and annotate PDFs

Edit and annotate a PDF just like a Word document. Add text, images and drawings. Highlight or whiteout information and leave comments anywhere on the document.

Sign eSignatures

Sign and collect eSignatures

Sign a document yourself and invite as many people as you need to get it signed. Set any order and get notified every time your document is completed.

Build PDF forms

Build PDF forms and templates

Take a static PDF and make it fillable by adding different types of fields. Share a form with others or turn it into a reusable template so anyone can sign and complete their own copy.

Customize and manage documents in one place

Save loads of time by consolidating PDF tools in one place. Edit, annotate, and share PDFs without having to leave InTouch CRM.

benefit card decoration
Collaborate and share

Finalize documents faster. Invite others to view or edit. Share fillable forms and reusable templates to quickly get the data you need.

Ensure document security

Work confidently with DocHub's advanced security features like two-factor user authentication, document password protection, and more.

Collect eSignatures in a snap

Speed up the signing process with legally-binding eSignatures, role-based workflows, and quick status alerts that keep you in the loop.

benefit card decoration
!
Note: The DocHub integration with InTouch CRM is not available yet. We created this page to find out whether the integration is in demand among our users. Once confirmed, we will add it as soon as possible. Please reach out to us for updates on the status of the integration.

Connect your favorite apps to DocHub

Use DocHub to edit, annotate, sign and share documents right from your favorite apps.
Get started for free

How to get started and Connect your document workflows with InTouch CRM

Are you getting frustrated each time you are forced to manually pull up or bring together documents located around different locations? We have something that will make process much easier for you. By using DocHub, you can edit, annotate, and eSign files and Connect your document workflows with InTouch CRM with a few mouse clicks. The best part is that you don’t need to download any software.

Follow these simple steps to Connect your document workflows with InTouch CRM:

  1. Log in to your existing account or create one.
  2. Go to Settings and take care of the administration side of your account: set up organization, add branding, manage privacy settings, etc.
  3. Head back to your Dashboard and click New Document.
  4. From your Dashboard, select InTouch CRM from the importing options to launch the InTouch CRM integration with DocHub.
  5. Pick the document you want to transfer, open it in the editor, and complete it.
  6. Select Export from the document menu and select the InTouch CRM integration with DocHub to save the completed form in InTouch CRM.
  7. Go ahead and try other integrations offered within DocHub.

Intuitiveness, robust editing and signing capabilities, and versatility of integration options help DocHub stay ahead of the curve. Use our tool to improve the quality of your documents and streamline their routing between different apps. Use DocHub to Connect your document workflows with InTouch CRM and and get rid of the manual and inefficient operations in your workflows!

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.
Contact us
DocHub supports the following file formats: DOC, DOCX, XLS, TXT, PPT, and PPTX. As long as you use any of the listed formats for the InTouch CRM's integration with DocHub and the InTouch CRM also supports it, the files will come through without any issues.
Whenever you need to Connect your document workflows with InTouch CRM, we ensure that your interactions with documents are protected end-to-end, which prevents unauthorized third parties from accessing your data. Also, DocHub is CCPA, GDPR, PCI DSS, and HIPPA compliant, making it a go-to document management solution for companies across different industries.
Yes, you must have an existing account with InTouch CRM to Connect your document workflows with InTouch CRM. It also applies to other solutions with which DocHub integrates.
Whenever you need to Connect your document workflows with InTouch CRM, you can log in to your InTouch CRM account once, and the system will automatically save your login information. In this way, you don't have to re-type it again.
Sure. After you select to Connect your document workflows with InTouch CRM, you can sign out from the InTouch CRM account you previously connected to and, thus, disable the integration.