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Populate proposals from new opportunities in SugarCRM with WebMerge

  1. When this happensStep 1: New Opportunity

  2. Then do thisStep 2: Create Document Merge

Need to populate proposals and other documents from SugarCRM? Setup this SugarCRM-WebMerge integration and each time you add a new opportunity to SugarCRM, Zapier will send the data to your WebMerge template.

Note: you will need a WebMerge account with a Document Template to use this Zap.

How this SugarCRM-WebMerge integration works

  1. A new opportunity is created in SugarCRM
  2. Zapier automatically sends data to WebMerge

Apps involved

  • SugarCRM
  • WebMerge

Connect Formstack Documents + SugarCRM 6.2-5 in Minutes

It's easy to connect Formstack Documents + SugarCRM 6.2-5 and requires absolutely zero coding experience—the only limit is your own imagination.

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