Create proposals from new opportunities in Insightly with WebMerge

Need to populate proposals, contracts, agreements, and other documents from Insightly? Setup this Insightly-WebMerge integration and each time you add a new opportunity to Insightly 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 Insightly-WebMerge integration works

  1. A new opportunity is created in Insightly
  2. Zapier automatically sends data to WebMerge

Apps involved

  • Insightly
  • WebMerge
Create proposals from new opportunities in Insightly with WebMerge
Insightly integration logo

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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.

What Is Zapier?

Get Help