Complete WebMerge documents with new Wealthbox CRM contacts info
When this happensStep 1: New Contact
Then do thisStep 2: Create Document Merge
Need to populate contracts, proposals, agreements and other documents with contact info stuck in your other apps? Setup this Wealthbox-WebMerge integration and each time you add a new contact to Wealthbox CRM, Zapier use the contact info to complete a WebMerge template.
How this Wealthbox-WebMerge integration works
- A new contact is created in Wealthbox CRM
- Zapier automatically sends data to WebMerge
- Wealthbox CRM