Zoho CRM + Zoho Writer

Zoho CRM + Zoho Writer integrations

Merge templates and send email in Zoho Writer from new leads in Zoho CRM

Create proposals or NDAs automatically. Link your Zoho CRM data with a template document, and automatically create new contextual documents without any manual editing. Using this integration, Zoho Writer will merge Zoho CRM data with the template document, and email it to people you specify.

When this happens...
New LeadTriggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
TriggerPolling
automatically do this!
Merge a Template and Send EmailMerges a template with data from a source and send mail.
ActionWrite

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More things you can do with Zoho CRM and Zoho Writer

Discover other triggers and actions you can use with Zoho CRM and Zoho Writer

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
Favourite Document
Triggers when the document is marked as favourite.
Trigger
Polling
Try It
- Folder ID
Trigger
Polling
Try It
- Document ID
  Required
- FIle Name
  Required
- Recipient Email
  Required
- Recipient Name
- Action Type
  Required
- Language
  Required
- Private Notes
Action
Write
- Document
  Required
- Attach As
  Required
- Send to (URL)
  Required
- Password
- Invoke period
  Required
- Merge To
  Required
Action
Write
- Folder ID
- Document Name
- Text
  Required
Action
Write

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Scope
  Required
- Document ID
  Required
Trigger
Polling
Try It
New Document
Triggers when a new document has been created.
Trigger
Polling
Try It
- Document
  Required
- Mail Type
  Required
- Recipient Email Address
  Required
- Subject
  Required
- Message Body
- Attachment Name
- Attachment Password
- Cc
- BCC
Action
Write
- Document ID
  Required
- Document Name
  Required
- Folder ID
  Required
Action
Write
- Message
  Required
- Subject
  Required
- Document Name
  Required
- Document ID
  Required
- Number of recipients
Action
Write
- Document Name
- Folder ID
- Web URL
  Required
Action
Write

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

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Zoho Writer is a powerful word processor made for collaborative work.

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