PRODUCTS SERVICES


Mail Merge with Heap CRM – Now to Google Docs

Using exactly the same variables as those available to the e-mail templates, you can now do a mail merge against any Google Document in Heap CRM. So, when it comes time to create 300 letters it now isn’t any more difficult than 300 e-mails. Let’s walk through it.

Add some variables to an existing letter in Google Docs:

letter-for-template-google-docs

Now let’s select it with Heap:

creativearc-lead-all

And that’s it:

creativearc-lead-all-21

This entry was posted on Friday, February 20th, 2009 at 4:49 pm and is filed under Heap. You can follow any responses to this entry through the RSS 2.0 feed.

3 Responses to “Mail Merge with Heap CRM – Now to Google Docs”

  1. Eric Mac Says:
    February 21st, 2009 at 6:39 am

    For the second step – Now select it from Heap. Under what heap tab or function does one find this input window?

  2. Ben Says:
    February 21st, 2009 at 9:58 am

    Once you have a connection to Google Docs (which you can establish under the messages tab — this is separate from the connection to Google Contacts), there will be an item that says Export to Google Docs under the People, Person, and Prospects pages. As with the other exports, you export what you are looking at.

  3. WBP SYSTEMS / Weblog » Blog Archive » Using the New Merge to Google Docs Feature Says:
    February 24th, 2009 at 3:59 pm

    [...] the addition of the new merge to Google Docs capability in Heap CRM, I thought it would be good to cover both the creation of a template and a typical [...]

Leave a Reply