Writer | Zoho CRM | Knowledge Base

Zoho CRM
How to setup post merge operations on Zoho CRM's mail merge
Overview Zoho Writer's mail merge templates provide custom functions to configure post-merge operations in Zoho CRM. You can perform operations such as attaching the merged document to a CRM record, creating or updating a CRM record with the filled ...
How to merge subform fields and image field via Zoho Writer's Merge APIs?
Overview Zoho Writer's Merge API enables the dynamic population of documents using data from Zoho CRM. This includes merging not only standard fields but also related list (subform) fields and image fields. This guide outlines the steps required to ...
How mail merge template works in Zoho CRM
This article will provide an overview of how to perform operations with merge templates in Zoho CRM How the merge template behaves in Zoho CRM During CRM integration, when a user selects or opens any record and initiates a merge operation, a ...
How to generate labels with Zoho CRM data using mail merge
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 Insert CRM Email Templates into Merge and Send Emails
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 create workflow rules in Zoho CRM to perform 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 ...

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