Automatically Merge Data from Zoho CRM into your Contracts

If you already understand what we’re trying to do, skip to lesson 3!

The ability to create templates for contracts or other agreements and merge in information from a CRM record will save you loads of time.

Again, don’t even consider going back to paper contracts and signatures!

In this course, we just cover merging single fields. Using these links, you can also learn how to: