Populate quotes from new deals in Pipeline CRM with WebMerge
Need a way to automatically populate documents from Pipeline CRM? Setup this Pipeline CRM-WebMerge integration, and whenever you add a new deal to Pipeline CRM, Zapier will send the information over to your WebMerge template - automatically generating contracts, quotes, proposals, and more!
Need a way to automatically populate documents from Pipeline CRM? Setup this Pipeline CRM-WebMerge integration, and whenever you add a new deal to Pipeline CRM, Zapier will send the information over to your WebMerge template - automatically generating contracts, quotes, proposals, and more!
- When this happens...New Deal
Triggers when a new deal is created in your PipelineDeals account.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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