document mail merge support

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ddchego

• December 01, 2014 08:18

Hey Guys/Gals,
The number 1 feature request i get from my team is document mail merge support. This is a feature supported by lots of other CRM products including Salesforce, Batchbooks etc
I wonder if this is in the pipeline for Podio? One suggestion is to create a Google document from template using the information stored in Podio? That way you only have to intigrate the Google API and not build a whole new feature set.
Appreciate your response
merge support

2

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  Vincent Poirier

  • December 01, 2014 13:09

  Can we have a screenshot or an exemple as of how this was added onto Podio?

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  Lee Standell

  • February 05, 2015 22:13

  I've been using zapper to pull the data from podio into web merge.

  I use a category button as the trigger.

  Have had some issues though with output formats with dates and over decimalisation

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  Nadia White

  • February 24, 2015 00:50

  This would be marvelous! It can be done with a two step process: export to excel and mail merge from word. But it is a little cumbersome. Besides we also use direct mail as a marketing tool, in the same way as auto-responders. I still have to find a crm that allows me to do that (for a reasonable price. Infusionsoft does it, but it is complicated and expensive)

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