Close.io
When this happens...
Close.ioNew Opportunity
Then do this...
WebMergeCreate Document Merge

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

Why Zapier?

Free

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

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Email Sequence Subscription Finished

Triggers when a subscription to an email sequence for a contact goes into finished status.

Run Sent Email Report

Runs a sent email report for your organization.

New Email

Triggers when a new Email is created.

Run Status Change Report

Runs a status change report for your organization.

New Opportunity Status Change

Triggers when a new Opportunity Status Change is created.

Create Note

Creates a new note.

New Export

Triggers when a new Export is created.

Create Email

Creates a new email.

New Lead

Triggers when a new lead is added (with line items support).

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 1,000+ others.

Become a Zapier Integration Partner

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.

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