When this happens...
Solve CRMNew Contact
Then do this...
WebMergeCreate Document Merge

Looking for a way to automatically generate proposals when you add a new contact in Solve CRM? Setup this Solve-WebMerge integration and each time you add a contact, Zapier will send the data to your template in WebMerge.

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

How this Solve-WebMerge integration works

  1. A new contacts is added to Solve CRM
  2. Zapier automatically sends data to WebMerge

Apps involved

  • Solve CRM
  • WebMerge
Premium
Solve CRM is a Premium integration on Zapier.

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Free

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Enterprise-level security—connect mission-critical apps.

It's easy to connect Solve CRM + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Solve CRM
New Company

Triggers when you add a new company.

WebMerge
Create Data Route Merge

Send data to your Data Route URL.

Solve CRM
New Tagged Contact

Triggers when a specific tag is applied to a contact.

WebMerge
Create Document Merge

Send data to your Merge URL.

Solve CRM
New Contact

Triggers when you add a new contact.

Solve CRM
Create Company

Create a new company.

Solve CRM
New User

Triggers when you add a new user account.

Solve CRM
Create Contact

Create a new contact.

WebMerge
New Merged Document

Triggers when a merged/populated document is created.

WebMerge
Combine Files

Combine multiple files into a single PDF or DOCX.

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Become a Zapier Integration Partner

Solve is a powerful and modern CRM that has integrated features for managing client projects. For small teams it is an ideal and flexible solution. Formerly Solve 360.

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.