Mail Merge Documents with Data from Zoho CRM

Mail Merge Documents with Data from Zoho CRM

Mail merge is a function that helps you to simplify repetitive tasks to create personalized documents (Forms, Letters, Address Labels, Envelopes, etc.). You can create a mail merge template that would contain the variables (merge fields) in it. Using the template, you can merge data from Zoho CRM and create the merged documents with accurate values for the variables.

Suppose you have to send personalized letters to numerous leads or create templates for service level agreements or other legal documents. In such cases, you need not manually type the details of each lead in the letters to personalize them. Instead, you can simply create a template with the merge fields from the leads module and later merge the data to get all the personalized letters.

There are two ways in which you can create a mail merge template:

  1. Create a template from the scratch.
  2. Choose any template from the predesigned list of templates.
Note
  1. Mail merge template is available for Professional, Enterprise and Ultimate editions.
  2. Please ensure that the popup blocker in your browser is enabled before you begin creating template.

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