Populate documents in WebMerge for new contacts in Highrise

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
Populate documents in WebMerge for new contacts in Highrise
Highrise integration logo

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.

WebMerge integration logo

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.

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