Create Personalized Documents from BatchBook with WebMerge

Want a simple way to make personalized documents—perhaps contracts or introductory letters—for your BatchBook CRM contacts? This Zap will let you automatically create any personalized documents you need in WebMerge anytime you add a contact to BatchBook.

How it Works

Zapier will watch your Batchbook account for new contacts. Whenever you add a new contact, it'll copy their info and sent it to WebMerge where it'll be combined with your document templates into personalized documents.

What You Need

  1. A Batchbook Account with Contact Info
  2. A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)

Got that? Then let's get started.

Create Personalized Documents from BatchBook with WebMerge
Batchbook integration logo

Batchbook is a social CRM. It has all the standard features of a CRM plus it can take in Twitter streams, Facebook updates, RSS feeds and more.

WebMerge integration logo

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.

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