Salesflare
When this happens...
SalesflareNew Opportunity
Then do this...
WebMergeCreate Document Merge

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

  1. There is a new opportunity in Salesflare
  2. Zapier sends data to a WebMerge document

Apps involved

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

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

Triggers when a new opportunity has arrived.

Create Contact

Creates a new contact.

New Contact

Triggers when a new contact is added.

Create Opportunity

Creates a new opportunity.

New Account

Triggers when a new account has been added.

Create Account

Creates a new account.

New Merged Document

Triggers when a merged/populated document is created.

Create Data Route Merge

Send data to your Data Route URL.

New Task

Triggers when a new task is added.

Create Document Merge

Send data to your Merge URL.

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

Become a Zapier Integration Partner

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.

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