Auto-populate WebMerge templates from new OnePageCRM deals
When this happensStep 1: New Pending Deal
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
- A new deal is added to OnePageCRM
- Zapier sends data to a WebMerge document