Create proposals for new Solve contacts with WebMerge
When this happensStep 1: New Contact
Then do thisStep 2: Create Document Merge
Looking for a way to automatically generate proposals when you add a new contact in Solve CRM? Setup this Solve-WebMerge integration and each time you add a contact, Zapier will send the data to your template in WebMerge.
Note: you will need a WebMerge account with a Document Template to use this Zap.
How this Solve-WebMerge integration works
- A new contacts is added to Solve CRM
- Zapier automatically sends data to WebMerge
- Solve CRM