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.

Extract Field Values From PDF

Extracts the field values from the given PDF file.

Combine Files

Combine multiple files into a single PDF or DOCX.

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