When this happens...
Microsoft Dynamics CRMNew Opportunity
Then do this...
WebMergeCreate Document Merge

Looking for a way to automatically populate documents like quotes, contracts, reports, and more from Microsoft Dynamics CRM? Setup this Microsoft Dynamics CRM-WebMerge integration. Each time you get a new opportunity in Dynamics CRM, Zapier will automatically send that data over to your WebMerge template(s).

Note: you will need a WebMerge account with a Document Template to use this Zap.

How this Microsoft Dynamics CRM-WebMerge integration works

  1. A new opportunity is added to Microsoft Dynamics CRM
  2. Zapier automatically sends the data over to a WebMerge document template

Apps involved

  • Microsoft Dynamics CRM
  • WebMerge
Premium
Microsoft Dynamics CRM is a Premium integration on Zapier.

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

When this happens...
then do this!
Microsoft Dynamics CRM
New Contact

Triggered when a new contact is created within your Dynamics CRM instance.

Microsoft Dynamics CRM
Create Contact

Creates a new contact.

Microsoft Dynamics CRM
New Opportunity

Triggered when a new opportunity is created within your Dynamics CRM instance.

Microsoft Dynamics CRM
Create Lead

Creates a new lead.

Microsoft Dynamics CRM
New Lead

Triggered when a new lead is created within your Dynamics CRM instance.

WebMerge
Create Data Route Merge

Send data to your Data Route URL.

WebMerge
New Merged Document

Triggers when a merged/populated document is created.

WebMerge
Create Document Merge

Send data to your Merge URL.

Microsoft Dynamics CRM
New Account

Triggered when a new account is created within your Dynamics CRM instance.

Microsoft Dynamics CRM
Update Lead

Updates any fields with data on the specified lead.

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Dynamics CRM is a leading customer resource management and enterprise resource planning software.

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.