Formstack Documents + Zendesk Sell
Populate WebMerge documents for new deals in Zendesk Sell
Need a way to automatically generate proposals, contracts, invoices, and more for deals in your CRM? Set up this Zendesk Sell-WebMerge integration and each time you add a new deal to Zendesk Sell, Zapier will send the data to your template in WebMerge so you never have to import this info manually.
Need a way to automatically generate proposals, contracts, invoices, and more for deals in your CRM? Set up this Zendesk Sell-WebMerge integration and each time you add a new deal to Zendesk Sell, Zapier will send the data to your template in WebMerge so you never have to import this info manually.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this!Create Document Merge
Send data to your Merge URL.
- Free forever for core features
- 14 day trial for premium features & apps
About Formstack Documents
Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
Related categories
Similar apps
Google Docs
Documents, Google
Dropbox
File Management & Storage
Quip
DocumentsAbout Zendesk Sell
Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.
