Plug-in for MS Word - Online Help - Zoho CRM

MS Word Plug-in - An Overview

The Zoho CRM Plug-in for Microsoft Word is an easy-to-use productivity tool to create mail merge documents on-the-fly. It allows you to create mail merge documents in MS Word using Zoho CRM data or from Zoho CRM using MS Word template. The mail merge documents include Form Letters, Address Labels, Envelopes and other documents, created based on the CRM customer related data.

Note
The Zoho CRM Plug-in for Microsoft Word creates mail merge documents for Leads, Accounts, Contacts, Deals as well as custom modules in Zoho CRM. 

Availability
Permission Required
Users with Mail Merge Using Microsoft Word permission in their profile can access this feature.



Key Features
  • Perform mail merge in MS Word using Zoho CRM customer data without logging into Zoho CRM.
  • Perform mail merge in Zoho CRM using the MS Word template.
  • Merge the Microsoft Word Template with the Leads, Accounts, Contacts, Deals or other Custom module(s) in Zoho CRM.
  • Create mail merge template using all available fields from the corresponding modules.
  • Insert Zoho CRM custom fields and look-up fields to the mail merge template.
  • Import the mail merge templates (created in MS Word) in Zoho CRM.
  • Create easy access folders to store the mail merge templates in Zoho CRM.
Benefits
  • Save time in creating multiple documents.
  • Generate mail merge documents with up-to-date customer information.
  • Import and share customized templates with Zoho CRM users.
SEE ALSO

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Installing the MS Word Plug-in

                                                                                                                System Requirements The basic system requirements to install the Zoho CRM Plug-in for Microsoft Word are below: Hardware x486 with minimum of 256 Mb RAM; minimum 10 Mb disk space Operating System Windows 7, 8, and 10 Software Microsoft Word 2010 / ...
                                                                                                              • MS Outlook Plug-in - An Overview

                                                                                                                Downloading MS Outlook Plug-in is not available anymore. Kindly click here for more information.  The Zoho CRM Plug-in for MS Outlook is a productivity-enhancement plug-in for synchronizing the contacts, tasks and meetings between Zoho CRM and ...
                                                                                                              • Installing the MS Outlook Plug-in (Mac)

                                                                                                                We have deprecated download of MS Outlook Plug-in. The Plug-in will not be functional after May 31st, 2021. Read more about it here.  Before you begin installing Zoho CRM Plug-in for Outlook in your CRM account, check out the Overview page to get ...
                                                                                                              • Using Plug-in for MS Word

                                                                                                                Zoho CRM Plug-in for Microsoft Word allows you to create mail merge documents in Microsoft Word and also from Zoho CRM. You must execute specific operations in both Microsoft Word and Zoho CRM: Microsoft Word Operations Zoho CRM Operations Microsoft ...
                                                                                                              • Using Zoho CRM Plug-in for Microsoft Outlook (Mac)

                                                                                                                We have deprecated download of MS Outlook Plug-in. The Plug-in will not be functional after May 31st, 2021. Read more about it here.  Using the Zoho CRM Plug-in for Microsoft Outlook, you can do the following: Synchronize (two-way) Contacts, Tasks ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources