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  • Writer's pictureHugh Marshall

How to Automate a Zoho Merge Document and Save to Record

Updated: May 19, 2023

If you use Zoho CRM's Mail Merge feature you will know that it can be a little time consuming to go through the process to prepare the merge document.

Let's delve into the details of how you can streamline this task and save valuable time. By utilising Zoho CRM's automation features, you can simplify the process and enhance your overall productivity. In this article, we will explore a step-by-step tutorial on how to automate a Zoho merge document and save to the record, allowing you to effortlessly generate and save merged documents with just a single click.

To begin with, it's essential to have a well-designed template that suits your specific needs. By designing a template that requires no modifications for each merge, you can significantly expedite the process. Ensure that your template includes all the necessary fields and placeholders that will be populated with the data from your CRM records.

Zoho CRM offers a variety of automation features that can be leveraged to simplify repetitive tasks. These features allow you to create customised workflows and triggers that can be applied to various actions within the CRM system. In this example we will be using a button on the record but you can assign the function to a Workflow Rule if you desire.

By saving the merged document to the respective record in Zoho CRM. This gives us the ability to email it from the CRM and download/print the document.

By automating the mail merge process in Zoho CRM, you can streamline your workflow, eliminate repetitive manual tasks, and save a significant amount of time. With just a single click, you'll be able to generate personalised and merged documents while ensuring accuracy and efficiency in your customer communications.

Zoho CRM's automation features offer immense value in simplifying and expediting the mail merge process. By following the step-by-step tutorial video, you can leverage these features to create a seamless workflow that saves time, enhances productivity, and improves the overall effectiveness of your Zoho CRM solution.

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