Populate proposals from new opportunities in SugarCRM with WebMerge
When this happensStep 1: New Opportunity
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
- A new opportunity is created in SugarCRM
- Zapier automatically sends data to WebMerge