Merge Copper opportunities with updated stages into WebMerge documents

When the time comes to make those deals official with paperwork, the last thing you want to do is be slowed down by missing or inaccurate data. Solve both those problems before they happen by setting up this Zap. From that point on, whenever your Copper opportunity stages change, their data will automatically be sent to WebMerge, merging with your document templates to ensure your paperwork is always ready for you.

How It Works

  1. An opportunity stage changes on Copper
  2. Zapier automatically creates a merged document on WebMerge

What You Need

  • Copper account
  • WebMerge account
Merge Copper opportunities with updated stages into WebMerge documents
Copper integration logo

Copper crm helps you and your team sell more faster by identifying, organizing and tracking contacts and sales opportunities right from Gmail. Since Copper requires zero data entry, salespeople can focus on their deals and managers can make better decisions with accurate, real-time data. Set up takes less than five minutes and there is minimal training required.

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