WebMerge + Highrise Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect WebMerge and Highrise, with as many as 69 possible integrations. Are you ready to find your productivity superpowers?
Create WebMerge documents from Highrise contacts
Our CRMs contain so much valuable data about our businesses. Customer information, and just about anything you might need to know about those interactions is generally kept there. Connecting your CRM to other apps can save you so much valuable time and take manual labor out of your process.
Note: This Zap will only work with new Highrise contacts moving forward, not previous contacts in your account.
How It Works
- You have a new contact in Highrise
- Zapier automatically creates a document in WebMerge
What You Need
- Highrise account
- WebMerge account
Populate documents in WebMerge for new contacts in Highrise
Need to populate letters, quotes and other documents from Highrise? Setup this Highrise-WebMerge integration and each time you add a new contact to Highrise, 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 Highrise-WebMerge integration works
- A new contact is created in Highrise
- Zapier automatically sends data to WebMerge
It's easy to connect WebMerge + Highrise and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a merged/populated document is created.
Send data to your Data Route URL.
Triggers when a new contact is added to Highrise.
Send data to your Merge URL.
Triggered when a new deal is added
Creates a new contact, or, if a contact exists, we will update it.
Triggers when a new company is added to Highrise.
If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.
Triggered when a new task is added
Creates a new company if it does not exist yet.
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