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

Spending too much time preparing the same documents for particular kinds contacts on Solve CRM? This Solve CRM WebMerge integration with WebMerge can prepare them all for you automatically with simple click. Just set it up and it will begin triggering for each new contact you tag on Solve CRM, merging their data into your WebMerge document so each one is prepared for you whenever you need it.

How It Works

  1. A new contact is tagged on Solve CRM
  2. Zapier automatically merges the data with a WebMerge document

What You Need

  • Solve CRM account
  • WebMerge account

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

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!
New Company

Triggers when you add a new company.

Create Data Route Merge

Send data to your Data Route URL.

New Tagged Contact

Triggers when a specific tag is applied to a contact.

Create Document Merge

Send data to your Merge URL.

New Contact

Triggers when you add a new contact.

Create Company

Create a new company.

New User

Triggers when you add a new user account.

Create Contact

Create a new contact.

New Merged Document

Triggers when a merged/populated document is created.

Extract Field Values From PDF

Extracts the field values from the given PDF file.

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Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.

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