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  • Writer's pictureHugh Marshall

How to Send an Automated Zoho Merge Document by Email Template

Updated: May 19, 2023

In our previous post, [How to Automate a Zoho Merge Document and Save to Record] we explored how to automate the mail merge process in Zoho CRM, saving valuable time and enhancing productivity. Today, we're taking it a step further by introducing an additional functionality: send an automated Zoho merge document by email template. By combining this feature with the previous custom function and a custom button on the Deal Record (although it can be customised for other modules), you can streamline your communication process and ensure efficient delivery of personalised documents. In the video tutorial, we'll take you through the steps to implement this functionality seamlessly.

Before we dive into the new functionality, let's briefly recap the previous custom function. This function allowed us to automate the creation and saving of merge documents to respective record in Zoho CRM. By using a custom button on the Deal Record (or any other module), you could generate merged documents with just a single click.

To send the saved merge documents via email, we'll leverage Zoho CRM's email templates. Email templates allow you to create pre-designed messages that can be customised and sent to your contacts with ease. By combining the power of email templates with our previous custom function, you can automate the process of sending personalised merged documents to your clients or prospects.

We'll need to modify the custom button that triggers the merge document generation process. By adding additional actions to the button, we can incorporate the functionality of sending the merged document via an email template. In the video we walk you through the steps to configure the custom button, ensuring a seamless user experience.

By incorporating the new functionality of sending merged documents via email templates in Zoho CRM, you can further streamline your communication process and improve the efficiency of your customer interactions. With a few simple steps, you'll be able to generate personalised merge documents and deliver them seamlessly through email. Watch the video tutorial to learn how to implement this feature and take your mail merge process to the next level.

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