Formstack Documents + Solve CRM
Merge WebMerge documents with new tagged contacts on Solve CRM
Spending too much time preparing the same documents for particular kinds contacts on Solve CRM? This Solve CRM WebMerge integration with WebMerge can prepare them all for you automatically with simple click. Just set it up and it will begin triggering for each new contact you tag on Solve CRM, merging their data into your WebMerge document so each one is prepared for you whenever you need it.
Spending too much time preparing the same documents for particular kinds contacts on Solve CRM? This Solve CRM WebMerge integration with WebMerge can prepare them all for you automatically with simple click. Just set it up and it will begin triggering for each new contact you tag on Solve CRM, merging their data into your WebMerge document so each one is prepared for you whenever you need it.
- When this happens...New Tagged Contact
Triggers when a specific tag is applied to a contact.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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New Company
Triggers when you add a new company.
Try ItCategory TagRequired
Try ItNew User
Triggers when you add a new user account.
Try ItShared With...
Company Name
Categories
New Contact
Triggers when you add a new contact.
Try ItCategory TagRequired
Try ItNew Workgroup
Triggers when a new workgroup is created.
Try ItShared With...
First Name
Last Name
Job Title
Business Address
Business Email
Business Fax
Business Phone Direct
Business Phone Extension
Business Phone Main
Cellular Phone
Home Address
Home Phone
Other Email
Personal Email
Website
Categories
