How to push merged document from Zoho Forms to Zoho CRM?

Merged Document refers to the Document Merge template configured with Zoho Writer.

To push the merged document to Zoho CRM, you need to configure Email Notification settings and include this Document Merge template with Zoho Writer in the email notification.

- Navigate to Settings > Email & Notifications > Email and select Attach merged document option.

- Then, navigate to Integrations > Zoho CRM > select Attachment & Signature > Merged Document.

Once configured, a form entry along with the document will be pushed to Zoho CRM.

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