SharpSpring + WebMerge Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect SharpSpring and WebMerge, with as many as 34 possible integrations. Are you ready to find your productivity superpowers?
Create WebMerge documents for new opportunities in SharpSpring
Need a way to populate contracts, quotes, agreements and other documents automatically when you add new Opportunities to SharpSpring? Set up this SharpSpring-WebMerge integration to handle that for you. For every new SharpSpring opportunity, Zapier will use information from that opportunity to complete a WebMerge template.
How this SharpSpring-WebMerge integration works
- There’s a new opportunity in SharpSpring
- Zapier sends data to a WebMerge document
It's easy to connect SharpSpring + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.
A new Account is created in SharpSpring.
Create an Account in SharpSpring.
When a lead visits a new page in SharpSpring.
Create a Lead in SharpSpring or update by email address.
A new Opportunity is created in SharpSpring.
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
When a lead opens an email in SharpSpring.
Create a new Campaign in SharpSpring.
When a lead has been created in sharpspring.
Send data to your Data Route URL.
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