Create WebMerge documents for new opportunities in SharpSpring
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.
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.
- When this happens...New Opportunity
A new Opportunity is created in SharpSpring.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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