Mail Merge with Heap CRM – Now to Google Docs

Friday, February 20th, 2009

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