Populate proposals from new opportunities in SugarCRM with WebMerge

Need to populate proposals and other documents from SugarCRM? Setup this SugarCRM-WebMerge integration and each time you add a new opportunity to SugarCRM, Zapier will send the data to your WebMerge template.

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

How this SugarCRM-WebMerge integration works

  1. A new opportunity is created in SugarCRM
  2. Zapier automatically sends data to WebMerge

Apps involved

  • SugarCRM
  • WebMerge
Populate proposals from new opportunities in SugarCRM with WebMerge
SugarCRM 6.2-5 integration logo

Manage your sales, marketing, and customer support better with SugarCRM's online CRM software.

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