Redtail CRM
When this happens...
Redtail CRMNew Contact
Then do this...
WebMergeCreate Document Merge

Need to populate contracts, agreements, proposals and other documents from Redtail CRM? Setup this Redtail-WebMerge integration and each time you add a new record to Redtail CRM, Zapier will send the data to your WebMerge template.

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

How this Redtail-WebMerge integration works

  1. A new contact is created in Redtail CRM
  2. Zapier automatically sends data to WebMerge

Apps involved

  • Redtail CRM
  • WebMerge

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 Redtail CRM + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.

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

Triggers when a new activity is created.

Create New Activity

Creates a new activity.

New Contact

Triggers when a new contact is created.

Create New Contact

Creates a new contact.

New Merged Document

Triggers when a merged/populated document is created.

Create Data Route Merge

Send data to your Data Route URL.

Create Document Merge

Send data to your Merge URL.

Create New Opportunity

Creates a new opportunity.

You use lots of apps to get stuff done. Zapier creates more time in your day by helping you automate those apps, so they work for you in the background.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and 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

Connect Redtail CRM + WebMerge

Connect the apps you use everyday and find your productivity super-powers.

By signing up, you agree to Zapier’s Terms of Service.