We’ve said before that going forward, you should expect a lot more integration across all of our products. We are working hard on doing just that, so Zoho products become more useful for our users. Today we are ready with another one of these integrations: Zoho CRM integrated with Zoho Writer.A CRM product and an online word processor? Yes. See… until now, if you wanted to do a traditional mail-merge (the kind that goes in the mail), you were only able to do it with a desktop application such as Microsoft Word or Open Office. But with Zoho CRM and Zoho Writer now you can do that entirely on the web. Last year we introduced theĀ Zoho CRM Plug-in for Microsoft Office, and since then many customers asked us via e-mail and our forums: why can’t I do that with Zoho Writer? Well, now you can!Mail merge requires you to have access to the “data” fields (those fields that you want to replace with unique values from your CRM database on the final output). You of course also have access to this list of fields from within the Zoho Writer interface when you are creating a mail merge template:


(Before you run to try this within Zoho Writer – no… you won’t find it there, you need to access this from within Zoho CRM.)The Zoho Writer Add-on for Zoho CRM is is available today for all of our Professional and Enterprise edition customers. Find more information about how to do your crm mail-mergeentirely easily and with no install or configuration required.Rodrigo

 

  1. gmaestro

    Can we merge product or proposal data with writer? I’d like to merge in writer to create proposals. I don’t like creating a quote with the traditional inventory templates because the PDF’s don’t have page breaks and results in misaligned documents if you need have proposals that have several pages.Any suggestions?

  2. gmaestro

    Can we merge product or proposal data with writer? I’d like to merge in writer to create proposals. I don’t like creating a quote with the traditional inventory templates because the PDF’s don’t have page breaks and results in misaligned documents if you need have proposals that have several pages.Any suggestions?

  3. thejoshers

    We wanted to do mail-merging, did some research and found many other Zoho users wanted to without using Word so we submitted a ticket and within a few days this nice feature is released.Great feature allowing companies to migrate to Zoho cloud services. I recently moved a client from Act + MS Suite to ZohoCRM + Zoho business apps + Google Apps and they’re loving it.Its a nice feature, however we do have a suggestion.
    Place a link/button on a contact Summary page to allow individual mail merging of contacts.Thanks
    Josh H.

  4. thejoshers

    We wanted to do mail-merging, did some research and found many other Zoho users wanted to without using Word so we submitted a ticket and within a few days this nice feature is released.Great feature allowing companies to migrate to Zoho cloud services. I recently moved a client from Act + MS Suite to ZohoCRM + Zoho business apps + Google Apps and they’re loving it.Its a nice feature, however we do have a suggestion.
    Place a link/button on a contact Summary page to allow individual mail merging of contacts.Thanks
    Josh H.