Populate WebMerge documents for new people in Capsule CRM

Need a way to automatically populate documents from Capsule CRM? Setup this Capsule CRM-WebMerge integration, and whenever you add a new person to Capsule CRM, Zapier will send the information over to your WebMerge template - automatically generating letters, proposals, contracts and more!

Note: you will need a WebMerge account with a Document Template to use this Zap.

How this Capsule CRM-WebMerge integration works

  1. A new person is added to Capsule CRM
  2. Zapier automatically sends the data to WebMerge

Apps involved

  • Capsule CRM
  • WebMerge
Populate WebMerge documents for new people in Capsule CRM
Capsule CRM integration logo

Capsule CRM is a hosted CRM for keeping tack of your clients and prospects online. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule CRM.

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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