Writer | Zoho CRM | Knowledge Base

Zoho CRM
How to view the sign status of merged document in Zoho CRM
Overview When the Zoho Sign extension is installed successfully, the following custom modules are automatically created in Zoho CRM. Zoho Sign Documents: Contains the list of documents that have been sent. Zoho Sign Recipients: Shows the list of ...
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
Overview 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 ...
How to generate labels with Zoho CRM data using mail merge
Navigate to Settings from CRM Home. Under customization, click Templates > Mail Merge > New Template. Select a module. Assign a name to the template and pick a folder for the template to be saved and click Create, and select Blank. Insert a table and ...
How to insert CRM Email Templates into Merge and Send emails
Overview 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 Check the Merge & send via email as the output ...
How to create workflow rules in Zoho CRM to perform mail merge tasks
Overview 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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