WebMerge

WebMerge + Microsoft Dynamics CRM (For use with Dynamics version 8) Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect WebMerge and Microsoft Dynamics CRM (For use with Dynamics version 8), with as many as 24 possible integrations. Are you ready to find your productivity superpowers?

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Microsoft Dynamics CRM (For use with Dynamics version 8) is a Premium integration on Zapier.

It's easy to connect WebMerge + Microsoft Dynamics CRM (For use with Dynamics version 8) and requires absolutely zero coding experience—the only limit is your own imagination.

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New Merged Document

Triggers when a merged/populated document is created.

Create Data Route Merge

Send data to your Data Route URL.

New Contact

Triggered when a new contact is created within your Dynamics CRM instance.

Create Document Merge

Send data to your Merge URL.

New Opportunity

Triggered when a new opportunity is created within your Dynamics CRM instance.

Create Contact

Creates a new contact.

New Lead

Triggered when a new lead is created within your Dynamics CRM instance.

Create Lead

Creates a new lead.

New Account

Triggered when a new account is created within your Dynamics CRM instance.

Extract Field Values From PDF

Extracts the field values from the given PDF file.

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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.

Dynamics CRM is a leading customer resource management and enterprise resource planning software.

See Microsoft Dynamics CRM (For use with Dynamics version 8) Integrations