Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time.

We also support Google Sheets!

Google Docs

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

Dropbox

Quip is a modern productivity suite that enables you and your team to collaborate on any device. It works across iPhone, iPad, Android phones and tablets, and the desktop web. Quip has a simple and elegant interface that combines documents and messages into a single chat-like “thread” of updates, making collaboration immediate and easy. You can share documents, tables, checklists, and more so multiple people can edit and discuss together in a single, shared workspace.

Quip

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.

DocSend

Introducing Formstack Documents, formerly WebMerge. 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.

Formstack Documents

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Salesforce (Legacy)

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Pipedrive

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Insightly

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Microsoft Dynamics 365 CRM

Need a way to automatically populate documents like proposals, contracts, quotes, and more from Microsoft Dynamics CRM?  Setup the Microsoft Dynamics CRM-WebMerge integration and each time you get a new deal in Dynamics CRM, Zapier will automatically send that data over to your WebMerge template(s).

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

How this Microsoft Dynamics CRM-WebMerge integration works

A new opportunity is added to Microsoft Dynamics CRM

Zapier automatically sends the data over to WebMerge

Formstack Documents

Microsoft Dynamics 365 CRM

Formstack Documents

Microsoft Dynamics 365 CRM

Send proposals for new opportunities in Microsoft Dynamics CRM from WebMerge

How this Microsoft Dynamics CRM-WebMerge integration works

Apps involved

Populate WebMerge documents for new Microsoft Dynamics opportunities

Connect Formstack Documents + Microsoft Dynamics 365 CRM in Minutes

All Triggers & Actions

Connect the apps you use every day