Create contracts from new opportunities in Close.io with WebMerge

Need to populate contracts and other documents from Close.io? Setup this Close.io-WebMerge integration and each time you add a new opportunity to Close.io 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.io-WebMerge integration works

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

Apps involved

  • Close.io
  • WebMerge
Create contracts from new opportunities in Close.io with WebMerge
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Close.io is built from the ground up to be more than just a CRM. It makes brings the communication loop directly into your leads management.

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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