Connecting Zoho Writer with Zoho CRM

Connecting Zoho Writer with Zoho CRM

Create a new mail merge document in Writer for an entry in a Zoho CRM module

Zoho Flow provides a platform to create workflows that connect cloud apps to automate business actions. Your apps will share data and perform actions automatically.

In this section, you will learn how to connect Zoho CRM and Zoho Writer and set a workflow to create mail merge documents in Writer automatically.

Apps involved in this flow are:

  • Zoho CRM and
  • Zoho Writer 

You can use this flow to automatically create a new mail merge document in Writer whenever there is an entry in Zoho CRM module.

Let's see the steps in detail:

  1. Go to and click Create Flow.
  2. Enter a name for your flow and click Create
  3. Now choose what should trigger the flow. In this case, choose to Configure from App. This triggers an action whenever an event occurs in an app (For example, Zoho CRM). 
  4. In the App Trigger panel, search for Zoho CRM app and click Next.
  5. Choose New module entry as your Zoho CRM trigger and click Next. This triggers a new action whenever an entry is created in the selected module.
  6. In the New Connection panel, enter a Connection Name and choose All triggers and Actions. This will make the connection to execute all triggers and actions that happen in the selected module. Now click Authorize.
  7. You will now be redirected to the Zoho Accounts window. Click Accept to allow Zoho Flow to access the required information from your Zoho CRM account.
  8. Select your required Module from the drop-down (For example, if you want a trigger to happen whenever there is a new entry in the "Leads" module, then select "Leads" from the drop-down). Click Done.
  9. You need to configure an action for the created trigger. Search for Writer from the Apps panel. Choose Create mail merge document as the trigger and drag and drop in the Flow window.
  10. Connect and Authorize your Writer account. Now the list of merged documents will be displayed. Select the required merged document (that is already created in your Writer account) in which you want the records to be added.  Once you choose the merge document, you will see the list of fields available in that document. Now, map the respective CRM fields - place the cursor in the text box of each field to map their respective variable in CRM from the right menu. 
  11. Click Done. The flow between Zoho CRM and Writer is now created. Whenever there is an entry created in the selected module, the data will be automatically added to the merge document that you have created.

    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

            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide

                      Still can't find what you're looking for?

                      Write to us:



                        Zoho Marketing Automation

                          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 SalesIQ Resources

                                                  Zoho TeamInbox Resources

                                                          Zoho DataPrep 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

                                                                                    • How to dump data filled via Writer Fillable document into Zoho CRM?

                                                                                      1.  Create Fillable Template with fillable fields and go to the Automate Tab. 2. Under On Submission, select the Trigger webhook & custom functions option.  3. Now check the Trigger webhook option and enter your webhook URL. 4. Share or Publish the ...
                                                                                    • Alternative way to setup Postman Collection in Zoho Writer API

                                                                                      To complete the Postman Collection setup in Zoho Writer API, you need to import the JSON files as listed below: Zoho Writer API Collection JSON file Zoho Writer API Environment JSON file How to import Zoho Writer API Collection JSON file? First, ...
                                                                                    • Managing Zoho Writer extensions

                                                                                      Extend the capabilities of Zoho Writer with extensions from Zoho Marketplace. This user guide will familiarize you with the procedure to install and manage Writer extensions. You can view all available Writer extensions on this page in Zoho ...
                                                                                    • 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. ...
                                                                                    • How to attach mail merged document back to Zoho CRM deals using Deluge?

                                                                                      We can use Merge and download task to download merged documents and use CRM attach file task to upload merged documents in the Zoho CRM record. Merge and Download  The zoho.writer.mergeAndDownload task supplies values to the merge fields inserted to ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace



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


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


                                                                                      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