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
- A new opportunity is created in SugarCRM
- Zapier automatically sends data to WebMerge
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Triggers when you add a new case.
Create a new case.
Triggers when you add a new contact.
Create a new task.
Triggers when you add a new user.
Create a new lead.
Triggers when you add a new lead.
Create a new contact.
Triggers when you add a new opportunity.
Create a new user.