How to Set Up Mail Merge and Document Automation in Zoho CRM

How to Set Up Mail Merge and Document Automation in Zoho CRM - Uncategorized -  - mail merge

Sending a proposal or contract out for signature usually means pulling data from your CRM by hand. You paste it into a Word/Writer document, then repeat the process for every deal that closes. Zoho CRM’s mail merge and document automation tools eliminate that step entirely. You can generate a fully populated document straight from a […]

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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