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Create WebMerge documents for new opportunities in SharpSpring

  1. When this happensStep 1: New Opportunity

  2. Then do thisStep 2: Create Document Merge

Need a way to populate contracts, quotes, agreements and other documents automatically when you add new Opportunities to SharpSpring? Set up this SharpSpring-WebMerge integration to handle that for you. For every new SharpSpring opportunity, Zapier will use information from that opportunity to complete a WebMerge template.

How this SharpSpring-WebMerge integration works

  1. There’s a new opportunity in SharpSpring
  2. Zapier sends data to a WebMerge document

Apps involved

  • SharpSpring
  • WebMerge

Connect Formstack Documents + SharpSpring in Minutes

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

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