Close
When this happens...
CloseNew Opportunity
Then do this...
WebMergeCreate 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

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 Close + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.

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

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

Run Sent Email Report

Runs a sent email report for your organization.

New Task

Triggers when a new task is created or completed.

Run Status Change Report

Runs a status change report for your organization.

New or Updated Email Sequence Subscription

Triggers when a contact is subscribed to an email sequence, when an email sequence subscription is paused, or when an email sequence subscription is finished.

Create Note

Creates a new note.

New Lead in Search Query / Smart View

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

Create Email

Creates a new email.

New Event

Triggers when a new event is created.

Run Opportunity Report

Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.io.

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

Become a Zapier Integration Partner

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

Learn More

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