Zoho CRM
How to Merge Fields from Multiple Modules in Zoho CRM Integration?
In CRM integration, conducting mail merge operations involving fields from multiple modules is possible through two methods: Lookup Fields or Related Lists. Users can incorporate dependent modules as lookup fields within the primary module. ...
Template Behavior during Merge Operations in Zoho CRM
During CRM integration, when a user selects or opens any record and initiates a merge operation, a temporary document is generated from the chosen template to facilitate the merge operation with the record's data. It's crucial to note that this ...
How to Pass Image Fields Values in Zoho CRM's Mail Merge via API?
When conducting a mail merge from Zoho CRM using our Merge APIs, if the merge template includes image fields, you'll need to construct the value for those image fields on your end. Zoho CRM will solely provide the Preview Image ID value for the image ...
How to add a filled document to a CRM record for anyone to access?
Open the fillable template. Check Trigger webhook & custom functions under "On Submission". In the pop-up that follows, click Configure after checking "Execute Custom Function". Go to the Custom Functions Gallery and choose Zoho CRM Record from ...
How to share the link to my document merge made using Zoho Writer?
Share your merged document's link via email using the Merge and send via email option under "Choose Output". Choose Send as Link under "Email as" shown in the image below. To learn more about Merge and send via email, refer to this link.
How to merge to create a fillable template and attach it to a CRM Record after it is submitted?
You can do this by executing a custom function. Refer to the below steps to learn how to configure a custom function. Open the merge template. Click on the Merge & share fillable link under "Choose Output" and save settings. Click on the Configure ...
How to insert CRM details into a PDF document?
This is possible in two ways: 1. Adding a PDF as a merge template in Zoho Writer Create a merge template with PDF and add Zoho CRM as a data source to insert CRM fields in your template 2. Adding a PDF as a merge template in Zoho CRM Import your PDF ...
Logs and Reports
Writer gives logs of the mail merge on job basis only. You can track the status and details of the mail merge associated to all the records, meaning on record basis from CRM. Learn more. When documents are merged and sent for sign collection with CRM ...
How to merge labels with CRM data?
Navigate to Settings from CRM Home. Under customization, click Templates. <img> Inside Templates, click Mail Merge. <img> Click New Template. Select a Module. Assign a name to the template and pick a folder for the template to be saved and click ...
How to use CRM mail templates in Writer?
Reuse the email templates when you merge and email documents in writer. The merged document will be sent as an attachment along with the selected CRM template's content as the email body. Steps to email the merged document Check the Merge & send via ...
How to attach merge document back to CRM record?
Execute any custom function after merge is complete with Zoho Writer. Functions that you write on your own are saved under My functions. Writer also has a set of pre-built functions with a few commonly used functions in Gallery. To attach the merged ...
How to configure workflows to run Writer mail merge tasks?
Workflow Rules in Zoho CRM are a set of actions including email notifications, and field updates that are executed when specific conditions are met. You can create a workflow rule and set an action to automate Writer's Mail Merge Tasks. (Ex: Merge ...
How to create a mail merge template with CRM data?
Reuse the email templates when you merge and email documents in writer. The merged document will be sent as an attachment along with the selected CRM template's content as the email body. Refer to this page for step-by-step instructions for creating ...
What are the CRM Modules that are supported for mail merge with Zoho Writer?
With the Zoho Writer Add-on, you can create mail merge documents using CRM data from the following modules: Leads Accounts Contacts Deals Quotes Sales Orders Invoices Purchase Orders Any custom modules you have in Zoho CRM
Creating workflow rules in Zoho CRM with Writer's mail merge tasks
You can automate your Writer's mail merge tasks by creating Workflow rules in your Zoho CRM. Say, for example, you want to automate the merge and send task for every lead entry in your Zoho CRM account (merge every lead entry send an email ...
How to change the "From address" for merge and send action via deluge?
1. For mergeAndSend task -> from, cc, bcc, password parameters are not yet updated in deluge task. To use them, you will have to use Writer API with invoke url. Sample snippet for invoke url: param = Map(); param.put("message", "Please find \n your ...
How to to add the merged document link to Zoho CRM records?
We can use Merge and store task to save the merged document. This will return the document url and then we can use the CRM update record task to update the merged document link in the CRM record. Merge and Store The zoho.writer.mergeAndStore task ...
How to merge Subform Fields via Merge API's in Writer?
1. Create a Merge template in Writer with related (RL) fields Sample Merge Template consisting of both Normal and RL fields: Hello <<Contacts.First Name>> Send a mail to <<Contacts.Email>> Invoice Owner Invoice Number Created By Due Date ...