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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