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 Create.
Select Blank.
Insert a table and format it as per requirements.
Fields are imported from CRM. Place them in the first cell of your table.
After placing fields, click Next Record under Advanced Merge Fields.
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.
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,

Navigate to Leads tab.
Select all or desired leads to send the merged document.
Go to Actions and select Mail Merge.
Select the merge template you just created in Writer and click Merge.
You will be taken back to Writer. Now choose when to merge: Manually/On Trigger or On Schedule.
Then configure output using the output options available.
Now run merge. The labels will be merged and sent to the leads as configured.

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