Document Mail Merge

Chris Lawton
Chris Lawton Member Posts: 1
edited July 2022 in Workflow Automation #1

Hi All,

We run a 'mail merge' from Pipedrive that output a series of 'fields' into a Word document. Recently this has taken an age (36 hours yesterday !). Has anybody else out there experienced a similar issue and able to offer a potential solution please ?

 

Regards,

 

CL

Comments

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 954 COMMUNITY MANAGER
    First Anniversary 5 Insightfuls 5 Likes First Comment
    edited February 2022 #2

    Hello @Chris Lawton  please reach out to our Support team who will be able to quickly help you with any issue affecting your Pipedrive account. 👩‍💻

    For urgent or technical issues Support is always the most adequate and quickest channel of communication, as the Community is more focused on exchanging knowledge, best practices and ideas. Thank you!

  • Really keen to know how you did the Mail Merge please @Chris Lawton .

    We would like to do this to. We currently export to Excel then into Word.

    Ideally we would like the link the Word fields direct to Pipedrive data.

  • Did anyone manage to make the mail merge happen ?