Formstack Documents + Kommo
Create WebMerge documents when new Kommo leads reach stages
Populate contracts, proposals, quotes and other sales documents automatically when leads hit certain stages of your sales pipeline with this Kommo-WebMerge integration. When an Kommo lead is moved to a certain stage, Zapier will use information from that lead to complete a WebMerge template.
Populate contracts, proposals, quotes and other sales documents automatically when leads hit certain stages of your sales pipeline with this Kommo-WebMerge integration. When an Kommo lead is moved to a certain stage, Zapier will use information from that lead to complete a WebMerge template.
- When this happens...Lead Status Changed
Triggers when lead status is changed.
- automatically do this!Create Document Merge
Send data to your Merge URL.
- Free forever for core features
- 14 day trial for premium features & apps
About Formstack Documents
Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
Related categories
Similar apps
Google Docs
Documents, Google
Dropbox
File Management & Storage
Quip
DocumentsAbout Kommo
Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
