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Send proposals for new opportunities in Microsoft Dynamics CRM from WebMerge

  1. When this happensStep 1: New Opportunity

  2. Then do thisStep 2: Create Document Merge

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

  1. A new opportunity is added to Microsoft Dynamics CRM
  2. Zapier automatically sends the data over to WebMerge

Apps involved

  • Microsoft Dynamics CRM
  • WebMerge

Connect Formstack Documents + Microsoft Dynamics 365 CRM in Minutes

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