PipelineDeals
When this happens...
PipelineDealsNew Deal
Then do this...
WebMergeCreate Document Merge

The sales deal. Something many strive for but can contain many moving parts. By implementing a simple automation, you can free up more time to work on those deals and worry less about all of the tedious tasks.

How It Works

  1. You have a new deal in Pipeline Deals
  2. Zapier automatically creates a document in WebMerge

What You Need

  • PipelineDeals account
  • WebMerge account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

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

Triggers when a new deal is created in your PipelineDeals account.

Update Person

Updates an existing person in your PipelineDeals account.

Moved Deal

Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

Create Person

Creates a new person in your PipelineDeals account.

Deal Status Changed

Triggers when a deal in your PipelineDeals account is updated from one status to another.

Update Company

Updates an existing company in your PipelineDeals account.

New Person

Triggers when a new person, lead, or contact is created in your PipelineDeals account.

Create Company

Creates a new company in your PipelineDeals account.

New Merged Document

Triggers when a merged/populated document is created.

Create Task

Creates a new calendar task in your PipelineDeals account.

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Become a Zapier Integration Partner

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

Learn More

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