Create proposals for new Solve contacts with WebMerge

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
Create proposals for new Solve contacts with WebMerge
Solve CRM integration logo

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.

WebMerge integration logo

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.

What Is Zapier?

Get Help