When this happens...
SugarCRM 6.2-5New Opportunity
Then do this...
WebMergeCreate Document Merge

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
Premium
SugarCRM 6.2-5 is a Premium integration on Zapier.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

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 SugarCRM 6.2-5 + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Case

Triggers when you add a new case.

Create Case

Create a new case.

New Contact

Triggers when you add a new contact.

Create Task

Create a new task.

New User

Triggers when you add a new user.

Create Lead

Create a new lead.

New Lead

Triggers when you add a new lead.

Create Contact

Create a new contact.

New Opportunity

Triggers when you add a new opportunity.

Create User

Create a new user.

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Become a Zapier Integration Partner

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

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.