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 data, or attaching the filled data to a CRM record.
Steps
To attach the merged document back to the CRM record
- Open the merge template and choose Merge & invoke custom functions as the output option.
- In the Merge & invoke custom function dialog that opens, click Configure.
- Click Gallery and choose Attach to Zoho CRM custom function.
- Add the required connections and click Save & Link function.
To merge and create fillable forms and attach the filled form to the CRM record
- Open the merge template.
- Click on the Merge & share fillable link under "Choose Output" and save settings.
- Click on the Configure form submit actions button under Merge & share fillable link.
- Select Trigger webhook & custom functions. In the dialog that follows, select Execute Custom Function and click Configure.
- In the custom function dialog, enter the ID of the CRM record that you wish to upload the filled document to. This value is present in the record_data object of the fillInfo custom function parameter.
- Click Proceed.
To create a CRM record using the filled data
- Open the merge template and choose Merge & share as fillable link as the output option.
- Click Configure form submit actions button and choose Trigger webhook & custom functions. Choose Execute Custom Function and click Configure.
- Click Gallery and choose Create Zoho CRM record custom function.
- In the custom function configuration dialog, replace the connection names and click Proceed.
To update a CRM record using the filled data
- Open the merge template and choose Merge & share as fillable link as the output option.
- Click Configure form submit actions button and choose Trigger webhook & custom functions. Choose Execute Custom Function and click Configure.
- Click Gallery and choose Update Zoho CRM Records custom function.
- In the custom function configuration dialog, replace the connection names and click Proceed.
Note: You can update the CRM record with the filled subform data too. To update the CRM record with the subform data, you need to add subform fields in the merge template.
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