When this happens...
LeadOutcomeLead Tag Added
Then do this...
WebMergeCreate Document Merge

Populate contracts, proposals, letters and other documents when you add a tag to a lead in LeadOutcome. Set up this LeadOutcome-WebMerge integration and it will be done automatically. With this Zap, each time a tag is added to a LeadOutcome lead, Zapier will use the info to complete a WebMerge template.

How this LeadOutcome-WebMerge integration works

  1. A tag is added to a LeadOutcome lead
  2. Zapier automatically sends data to a WebMerge document.

Apps involved

  • LeadOutcome
  • WebMerge

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

When this happens...
then do this!
Lead Tag Removed

Triggers when a Lead's Tag is removed.

Add Task

Creates a Task for either a Member or a Lead

New Lead

Triggers when a new Lead is added to your LeadOutcome profile.

Create New Lead

Adds a Lead to your account

Lead Tag Added

Triggers when a Tag is added to a Lead.

Create Data Route Merge

Send data to your Data Route URL.

Task Added

Triggers when a Task is added

Create Document Merge

Send data to your Merge URL.

New Merged Document

Triggers when a merged/populated document is created.

Assign/Remove Campaign

Assign/Remove a Lead to/from Campaign

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Become a Zapier Integration Partner

LeadOutcome is a marketing automation platform that everyone can afford. It includes a Email Marketing System, CRM System, Landing Page System, and Tracking/Scoring System that have been designed and optimized for Marketing Automation.

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.

See WebMerge Integrations