Create WebMerge documents when new Kommo leads reach stages
Populate contracts, proposals, quotes and other sales documents automatically when leads hit certain stages of your sales pipeline with this Kommo-WebMerge integration. When an Kommo lead is moved to a certain stage, Zapier will use information from that lead to complete a WebMerge template.
Populate contracts, proposals, quotes and other sales documents automatically when leads hit certain stages of your sales pipeline with this Kommo-WebMerge integration. When an Kommo lead is moved to a certain stage, Zapier will use information from that lead to complete a WebMerge template.
- When this happens...Lead Status Changed
Triggers when lead status is changed.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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