Complete WebMerge documents with new Wealthbox CRM contacts info

Need to populate contracts, proposals, agreements and other documents with contact info stuck in your other apps? Setup this Wealthbox-WebMerge integration and each time you add a new contact to Wealthbox CRM, Zapier use the contact info to complete a WebMerge template.

How this Wealthbox-WebMerge integration works

  1. A new contact is created in Wealthbox CRM
  2. Zapier automatically sends data to WebMerge

Apps involved

  • Wealthbox CRM
  • WebMerge
Complete WebMerge documents with new Wealthbox CRM contacts info
Wealthbox CRM integration logo

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

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.

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