When this happens...
HighriseNew Contact
Then do this...
WebMergeCreate Document Merge

Need to populate letters, quotes and other documents from Highrise? Setup this Highrise-WebMerge integration and each time you add a new contact to Highrise, 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 Highrise-WebMerge integration works

  1. A new contact is created in Highrise
  2. Zapier automatically sends data to WebMerge

Apps involved

  • Highrise
  • WebMerge

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Highrise + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Contact

Triggers when a new contact is added to Highrise.

Create/Update a Contact

Creates a new contact, or, if a contact exists, we will update it.

New Deal

Triggered when a new deal is added

Create Note for Contact

If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.

New Company

Triggers when a new company is added to Highrise.

Create a Company

Creates a new company if it does not exist yet.

New Task

Triggered when a new task is added

Create Deal for Contact

Creates a new deal associated with a contact or person.

Changed Deal Status

Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.

Create Task for Contact

Creates a new task associated with a contact or person.

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Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

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.