Using the Merge to Google Docs Feature

With the addition of the 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 use.

Ok, so the obvious use of this feature it to create a whole bunch of letters or something all at once. The less obvious use is to create templates for common correspondence. For instance, here is my standard letter to new partners:

So, on a lead page, I’m going to select export to Google Docs:

I’m going to select the template and give it a name:

And then merge the document:

Now, once I click on the link, this is my final result: