What’s Webmerge?
Let’s say you have a company that sends out a lot of documentation, but it needs to be personalized for each client or customer. You might want different names, terms, dates, outlines, etc. even if the basic document is similar. Webmerge takes care of this! It integrates with your Zoho CRM to automatically put the CRM information into the document you send. No need to spend hours filling out individual documents, let Webmerge and Zoho do it for you.
Need more info?
HIPAA Compliant
Dynamic form – populates info from the CRM for a personalized document.
– Conditional Sections – https://support.webmerge.me/
– Conditional Deliveries – https://support.webmerge.me/
– Single step send – once document is created you click one button to send by email AND it auto attaches the document to “attachments” in the Zoho record, works with Zoho Sign and other digital signing programs.
Difference from native Zoho Mail Merge – Is not dynamic, multi step sending process, have to then download and then upload to attach to Zoho record.
Webmerge is a partnership with Zoho, Zoho decided to partner with the company for their product that was already built instead of using their time and resources to create something that was already being done well in the market, the two companies working together has allowed Webmerge to enhance and pull data from multiple modules instead of only one.
Best of all… we are officially a Webmerge Partner! So if you’d like to know how to set up a Webmerge account with your Zoho CRM solution, get in touch!