Formstack Documents + Pipedrive
Create merged documents in Formstack Documents for new Pipedrive leads
Instantly generate personalized documents for new leads in Pipedrive with this workflow. When a new lead is added in Pipedrive, this automation will create a customized document in Formstack Documents using the lead's information. Save time and stay organized while delivering a seamless experience to your prospects.
Instantly generate personalized documents for new leads in Pipedrive with this workflow. When a new lead is added in Pipedrive, this automation will create a customized document in Formstack Documents using the lead's information. Save time and stay organized while delivering a seamless experience to your prospects.
- When this happens...New Lead
Triggers when a Lead is created.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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About Formstack Documents
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.
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DocumentsAbout Pipedrive
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.
