Zoho CRM + Zoho Writer
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.
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 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.
- automatically do this!Merge a Template and Send Email
Merges a template with data from a source and send mail.
- Free forever for core features
- 14 day trial for premium features & apps
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.
Try ItModuleRequired
Try ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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.
Try ItNew 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.
Try ItModuleRequired
Try ItModuleRequired
Try It
