Send Mail Merge from Zoho CRM via Zoho Flow as inline
Hi,
we are currently investigatin on how to achieve the following:
We do have 2 Custom Modules in CRM and we need to combine both data to be sent via e-mail.
As we can have mutliple entry in the related Custom Module, we used a mailmerge template with a button in CRM so far.
Now we want to add several steps and try to make it happen via Zoho Flow.
It works so far, but the mailmerge is sent via attachment, not inline. How can we achieve that? Or can we use a "send mail" version - and if so, how can we enter the list of the related module, so always all entries are listed?
Now we want to add several steps and try to make it happen via Zoho Flow.
It works so far, but the mailmerge is sent via attachment, not inline. How can we achieve that? Or can we use a "send mail" version - and if so, how can we enter the list of the related module, so always all entries are listed?
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