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Merge WebMerge documents with new tagged contacts on Solve CRM

  1. When this happensStep 1: New Tagged Contact

  2. Then do thisStep 2: Create Document Merge

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.

How It Works

  1. A new contact is tagged on Solve CRM
  2. Zapier automatically merges the data with a WebMerge document

What You Need

  • Solve CRM account
  • WebMerge account

Connect Formstack Documents + Solve CRM in Minutes

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

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