Mail Merge with Zoho CRM

May 19 2009 11:20:12 AM Posted By : Rodrigo Vaca
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We love it when our users passionately request new features for our products. One particular example of that is Zoho CRM - our customers have been asking (private and publicly) for an easy way to do mail-merge in Microsoft Word with their Zoho CRM contacts (and, for some reason, most people seem to want the Avery 5160 layout. Avery folks, that's one piece of free customer research for you.)


The Zoho CRM got to work and today we're happy to release the Zoho CRM Plug-In for Microsoft Office. This easy-to-use plugin allows users to perform any mail merge (not only for Avery 5160 of course) with the data that they have stored in Zoho. After an easy one-time setup, using the plug-in is quite easy, just need to select in Microsoft Word the merge fields that you want to use, and then we take care of the rest.

Here's a Zoho Show presentation that explains how to use the plug-in:


And, if you really can't wait to use those Avery 5160 labels you just bought, here's how:


The plug-in is just $3 per mo/user. To download and start using it, you just need to log-in to your Zoho CRM account and go to: Setup > Personal Settings > Office Plug-in. More details about this new plug-in are available at the Zoho CRM wiki: http://zohocrm.wiki.zoho.com/Zoho-CRM-Office-Plugin.html


Rodrigo
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