How to merge labels with CRM data?

How to generate labels with Zoho CRM data using mail merge

  1. Navigate to Settings from CRM Home.
  2. Under customization, click Templates. <img>
  3. Inside Templates, click Mail Merge. <img>
  4. Click New Template.
  5. Select a Module.
  6. Assign a name to the template and pick a folder for the template to be saved and click Create.
  7. Select Blank.
  8. Insert a table and format it as per requirements.
  9. Fields are imported from CRM. Place them in the first cell of your table.
  10. After placing fields, click Next Record under Advanced Merge Fields.
  11. Now simply copy and paste the record from the first box to the rest of the page.
    Note: Please make sure that the last cell of the table doesn't contain the Next Record field.



  12. Now click Done and the template creation is done.
On successful creation of merge template, the Writer tab is be closed and you will be redirected to CRM tab. In CRM,
  1. Navigate to Leads tab.
  2. Select all or desired leads to send the merged document.
  3. Go to Actions and select Mail Merge.
  4. Select the merge template you just created in Writer and click Merge.
  5. You will be taken back to Writer. Now choose when to merge: Manually/On Trigger or On Schedule.
  6. Then configure output using the output options available.
  7. Now run merge. The labels will be merged and sent to the leads as configured.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now




                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Configure workflow in Zoho Books with Writer's mail merge

                                                                                                                          With the Zoho Books and Zoho Writer merge integration, you can easily generate customized documents, like shipping labels or invoices, directly from your Zoho Books data. For instance, if you need to create labels for customer orders that include ...
                                                                                                                        • How to merge Writer templates using Zoho Flow?

                                                                                                                          We're working on a Zoho Flow-Writer integration to help you pick template documents from Writer, place merge fields on them and merge it with data from Zoho Services. Find below steps to merge Writer Documents and with Zoho Creator Form fields. Steps ...
                                                                                                                        • 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 ...
                                                                                                                        • Merge Triggers

                                                                                                                          Merge Triggers decide when the configured merge should run. It can also be scheduled by choosing a date & time or run on form submit. Manually/on trigger Select Manually/On trigger under 'When to merge'. Merge will be executed on clicking Run Merge. ...
                                                                                                                        • How to set up mail merge for sending Offer Letters using Zoho Writer?

                                                                                                                          Offer Letters can be created and sent out in bulk automatically in minutes. Follow these steps to create a template and send the offer letters in a few clicks using Zoho Writer's mail merge. Here are the steps: Create a blank document in Zoho Writer. ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources