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Create contracts from new opportunities in Close with WebMerge

  1. When this happensStep 1: New Opportunity

  2. Then do thisStep 2: Create Document Merge

Need to populate contracts and other documents from Close? Setup this Close-WebMerge integration and each time you add a new opportunity to Close Zapier will send the data to your WebMerge template.

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

How this Close-WebMerge integration works

  1. A new opportunity is created in Close
  2. Zapier automatically sends data to WebMerge

Apps involved

  • Close
  • WebMerge
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Connect Close + Formstack Documents in Minutes

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

All Triggers & Actions

InstantNew Call Recording

Triggers when a new call recording or voicemail is added to Close.

InstantNew Contact

Triggers when a new contact is created.

InstantNew Export

Triggers when a new Export is created or completed.

InstantNew Lead

Triggers when a new lead is created.

New Lead in Search Query / Smart View

Triggers when a new lead is added to a search query or Smart View.

InstantNew Call

Triggers when a new Call is created or completed.

InstantNew Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

InstantNew Inbox Item

Triggers when a new item appears in your Close inbox.

InstantNew Lead in Status

Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.

InstantNew Meeting

Triggers when a Meeting is scheduled, started, completed, or canceled.