OnePageCRM + WebMerge Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect OnePageCRM and WebMerge, with as many as 22 possible integrations. Are you ready to find your productivity superpowers?

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

When this happens...
then do this!
New Pending Deal

Triggers when a new pending deal is created.

Create Note

Adds a new Note for previously found contact, using Contact ID from Search Contact action.

New Contact

Triggers when a new contact is created.

Create Contact

Creates a new contact in OnePageCRM.

New Won Deal

Triggers when a deal is won.

Create Data Route Merge

Send data to your Data Route URL.

New Next Action

Triggers when a new next action is set.

Create Document Merge

Send data to your Merge URL.

New Merged Document

Triggers when a merged/populated document is created.

Extract Field Values From PDF

Extracts the field values from the given PDF file.

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OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

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