WebMerge + Infusionsoft by Keap Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect WebMerge and Infusionsoft by Keap, with as many as 93 possible integrations. Are you ready to find your productivity superpowers?
Create document merges on WebMerge when you tag contacts in Infusionsoft
If you use Infusionsoft to manage your customer marketing, Zapier can create a document merge in WebMerge you apply a tag to a contact in Infusionsoft. As soon as you tag a customer, WebMerge will create a new document merge automatically. You'll never have to manually copy customer data into document templates again.
How It Works
- A customer is tagged in Infusionsoft
- Zapier creates a new document merge on WebMerge
What You Need
- InfusionSoft account
- WebMerge account
Create Personalized Documents from Infusionsoft with WebMerge
Want a simple way to make personalized documents—perhaps contracts or introductory letters—for your Infusionsoft CRM opportunities? This Zap will let you automatically create any personalized documents you need in WebMerge anytime you add a new opportunity in Infusionsoft.
How it Works
Zapier will watch your Infusionsoft account for new opportunities. Whenever you add a new opportunity, it'll copy the contact info and sent it to WebMerge where it'll be combined with your document templates into personalized documents.
What You Need
- An Infusionsoft Account with opportunities
- A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)
Got that? Then let's get started.
It's easy to connect WebMerge + Infusionsoft by Keap 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 tag gets added to a contact for the first time.
Send data to your Merge URL.
Triggers when you add a new opportunity.
Creates a new contact. Can be used to update existing contacts too.
Triggers when a contact subscribes to plan.
Applies a tag to an existing contact.
Triggers when a contact unsubscribes from plan.
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
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