ClinchPad
When this happens...
ClinchPadNew Lead
Then do this...
WebMergeCreate Document Merge

Need a way to automatically populate documents from ClinchPad? Set up this ClinchPad-WebMerge integration, and whenever you add a new lead to ClinchPad, Zapier will send the information over to your WebMerge template - automatically generating letters, quotes, contracts and more!

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

How this ClinchPad-WebMerge integration works

  1. A new lead is added to ClinchPad
  2. Zapier automatically sends the data to WebMerge and creates a document merge

Apps involved

  • ClinchPad
  • WebMerge

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect ClinchPad + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Lead

Triggers when a new lead is added.

Create a lead

Creates a new lead.

New Merged Document

Triggers when a merged/populated document is created.

Create Data Route Merge

Send data to your Data Route URL.

Create Document Merge

Send data to your Merge URL.

Combine Files

Combine multiple files into a single PDF or DOCX.

Extract Field Values From PDF

Extracts the field values from the given PDF file.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

ClinchPad is a modern sales CRM built for small teams.

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.

See WebMerge Integrations