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Zoho CRM - Create PDF, Word, Excel Documents
Zoho CRM can be connected with Documentero to automatically create professional documents from your customer and sales data. When new leads, deals, or contacts are added or updated in Zoho CRM, Documentero can generate contracts, proposals, or invoices in .docx, .pdf, or .xlsx formats. This helps sales teams keep documents accurate and up to date without manual copy-paste work. The integration works through API, Make, Zapier, or n8n depending on your setup.
Zoho CRM
Documentero
Triggers
Watch Objects — Triggers when a new object is created or updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Zoho CRM using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Zoho CRM using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate client contracts from Zoho CRM deals
Create PDF invoices when a Zoho CRM opportunity is closed
Export Zoho CRM contacts to Excel reports with Documentero
Build sales proposals from Zoho CRM lead data
Generate onboarding documents for new Zoho CRM customers
Create custom PDF quotes directly from Zoho CRM records
Produce monthly sales performance reports from Zoho CRM in Excel
Automatically generate partnership agreements from Zoho CRM accounts
Create renewal letters for Zoho CRM subscriptions
Export Zoho CRM pipeline data into formatted Word documents
How you can use Zoho CRM + Documentero
Generate Sales Proposals
Create ready-to-send sales proposals in PDF whenever a new deal is added in Zoho CRM.
Customer Contracts
Automatically draft contracts in Word format when a contact in Zoho CRM reaches a specific stage.
Monthly Reports
Produce Excel reports of leads and opportunities each month directly from Zoho CRM data.
Invoice Creation
Generate PDF invoices when a deal is marked as closed-won in Zoho CRM.
Onboarding Documents
Send welcome letters or onboarding guides in PDF when a new customer record is created in Zoho CRM.
Setup Guides
Zapier Tutorial: Integrate Zoho CRM with Documentero
- Create a new Zap in Zapier.
- Add Zoho CRM to the zap and choose one of the triggers (Watch Objects). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Zoho CRM trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Zoho CRM with Documentero
- Create a new scenario in Make.
- Add Zoho CRM to the scenario and choose one of the triggers (Watch Objects). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Zoho CRM trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Zoho CRM with Documentero
- Create a new workflow in n8n.
- Add Zoho CRM to the workflow and choose one of the triggers (Watch Objects). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Zoho CRM trigger.
- Execute (or activate) your workflow and verify the output.
