WebMerge

WebMerge + Agile CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect WebMerge and Agile CRM, with as many as 56 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect WebMerge + Agile CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Merged Document

Triggers when a merged/populated document is created.

Create Data Route Merge

Send data to your Data Route URL.

New Ticket

Triggers when a new ticket is added in Agile CRM.

Create Document Merge

Send data to your Merge URL.

New Contact

Triggers when a new contact is add in AgileCRM.

Create Deal

Create a deal in the Agile CRM.

New Case

Triggers when a new case is added in Agile CRM.

Create Task

Create a Task for the Contact.

New Tag to Contact

Triggers when a tag is added to contact in AgileCRM.

Add Tag to Contact

Add Tag to a Contact in the Agile CRM.

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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.

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

See Agile CRM Integrations