New in Zoho CRM: Mail merge in the cloud with Zoho Writer integration

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 the 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-merge entirely easily and with no install or configuration required.