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
Purchase Orders
Any custom modules you have in Zoho CRM

How to merge fields from multiple modules in Zoho CRM

In CRM integration, conducting mail merge operations involving fields from multiple modules is possible through two methods: Lookup Fields or Related Lists.

Users can incorporate dependent modules as lookup fields within the primary module. Subsequently, they can utilize these fields within their templates. For further information on lookup fields, refer here.

You can also incorporate dependent modules related list fields within the primary module. To know more, refer this link.

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