Need a way to automatically create contracts, quotes, letters and other documents when you add new opportunities in your CRM so that your sales team can focus on their core tasks? Set up this Salesflare-WebMerge integration so that each time a Salesflare opportunity is created, Zapier will use information from that opportunity to complete a WebMerge template.
How this Salesflare-WebMerge integration works
- There is a new opportunity in Salesflare
- Zapier sends data to a WebMerge document
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Triggers when a new opportunity has arrived.
Creates a new contact.
Triggers when a new contact is added.
Creates a new opportunity.
Triggers when a new account has been added.
Creates a new account.
Triggers when a merged/populated document is created.
Send data to your Data Route URL.
Triggers when a new task is added.
Send data to your Merge URL.