Zoho CRM
How to setup post merge operations on Zoho CRM's mail merge
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 ...
How to merge subform fields and image field with Zoho Writer's Merge APIs in Zoho CRM
How to merge subform fields via Merge API's in Zoho 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>> ...
Mail merge support for Zoho CRM modules
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 ...
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 use CRM email templates as body content for merge and send via email
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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