Create Personalized Documents from Infusionsoft with WebMerge

Want a simple way to make personalized documents—perhaps contracts or introductory letters—for your Infusionsoft CRM opportunities? This Zap will let you automatically create any personalized documents you need in WebMerge anytime you add a new opportunity in Infusionsoft.

How it Works

Zapier will watch your Infusionsoft account for new opportunities. Whenever you add a new opportunity, it'll copy the contact info and sent it to WebMerge where it'll be combined with your document templates into personalized documents.

What You Need

  1. An Infusionsoft Account with opportunities
  2. A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)

Got that? Then let's get started.

Create Personalized Documents from Infusionsoft with WebMerge
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Infusionsoft is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

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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