Create WebMerge documents from Pipeline CRM
The sales deal. Something many strive for but can contain many moving parts. By implementing a simple automation, you can free up more time to work on those deals and worry less about all of the tedious tasks.
The sales deal. Something many strive for but can contain many moving parts. By implementing a simple automation, you can free up more time to work on those deals and worry less about all of the tedious tasks.
- 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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