Zoho Writer is an online word processor that allows you to create and share documents online. Using the Zoho Writer Zoho Add-on in Zoho CRM, you can create templates online and use CRM data (Leads, Accounts, Contacts and Potentials) to create mail merge documents such as Forms, Letters, Address Labels, Envelopes etc. on-the-fly. You can use this function without downloading and installing any software.

• Requires no installation as you can create templates online using Zoho Writer.
• Use Zoho CRM’s login credentials to log in to Zoho Writer (Single Sign On).
• Send mail merge documents via email to the leads, accounts, contacts, potentials, record owners or users.
• Save time in creating multiple documents.
• Generate mail-merge documents with up-to-date customer information.
• Access the templates anytime and edit online.

Create Mail Merge Documents

Creating mail merge documents using Zoho Writer involves three steps:

• Create Mail Merge Templates in Zoho Writer
• Select the List of Mail Merge Recipients
• Create Mail Merge Documents

Part 1 – Create Mail Merge Templates in Zoho Writer

Part 2 – Select the List of Mail Merge Recipients

After creating the mail merge template, you need to select the records that will be used to create mail merge documents.You can merge data only from the Leads, Accounts, Contacts and Potentials modules.

Part 3 – Create Mail Merge Documents and Email them

After opening the template in Zoho Writer, you need to merge data from Zoho CRM. After merging, you can either print the merged documents or email them.