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Auto-populate WebMerge templates from new OnePageCRM deals

  1. When this happensStep 1: New Pending Deal

  2. Then do thisStep 2: Create Document Merge

Is your Sales team spending too much time creating contacts, quotes, invoices and other documents in the CRM? Setup this OnePageCRM-WebMerge integration, so that whenever a new deal to OnePageCRM, Zapier will use the information in the deal to complete a WebMerge template, saving precious time so your team can focus on their core functions.

How this OnePageCRM-WebMerge integration works

  1. A new deal is added to OnePageCRM
  2. Zapier sends data to a WebMerge document

Apps involved

  • OnePageCRM
  • WebMerge

Connect Formstack Documents + OnePageCRM in Minutes

It's easy to connect Formstack Documents + OnePageCRM and requires absolutely zero coding experience—the only limit is your own imagination.

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