In this section, learn how you can configure a flow that automatically creates a new mail merge document and send it via email whenever there is a webhook trigger. A webhook trigger lets you push data from third-party applications to Zoho Flow. Using the custom URL provided by Zoho Flow, you can set up an integration that starts whenever there is a data update in the code or a third-party application. Read more here.
Let's see the steps in detail:
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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.
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.
Make the most of Zoho CRM with these useful tips.