The Zoho CRM Plug-in for Microsoft Office is an easy-to-use
productivity tool to create mail merge documents on-the-fly. It allows
you to create mail merge documents in MS Word using Zoho CRM data or
from Zoho CRM using MS Word template. The mail merge documents include
Form Letters, Address Labels, Envelopes and other documents, created
based on the CRM customer related data.
Note: The Zoho CRM Plug-in for
Microsoft Office creates mail merge documents for Leads, Accounts,
Contacts and Potentials modules only.Key Features
- Perform mail merge in MS Word using Zoho CRM customer data without logging into Zoho CRM.
- Perform mail merge in Zoho CRM using the MS Word template.
- Merge the Microsoft Word Template with the Leads, Accounts, Contacts or Potentials module(s) in Zoho CRM.
- Create mail merge template using all available fields from the corresponding modules.
- Insert Zoho CRM custom fields and look-up fields to the mail merge template.
- Import the mail merge templates (created in MS Word) in Zoho CRM.
- Create easy access folders to store the mail merge templates in Zoho CRM.
Benefits
- Save time in creating multiple documents.
- Generate mail merge documents with up-to-date customer information.
- Import and share customized templates with Zoho CRM users.
The various operations in Zoho CRM plug-in for Microsoft Office are explained below:
