WebMerge
When this happens...
Zendesk SellNew Deal
Then do this...
WebMergeCreate Document Merge

Need a way to automatically generate proposals, contracts, invoices, and more for deals in your CRM? Set up this Zendesk Sell-WebMerge integration and each time you add a new deal to Zendesk Sell, Zapier will send the data to your template in WebMerge so you never have to import this info manually.

Note: you will need a WebMerge account with a Document Template to use this Zap.

Why Zapier?

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Easy

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Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect WebMerge + Zendesk Sell 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 Lead

Triggers when a new lead is created.

Create Document Merge

Send data to your Merge URL.

New Deal

Triggers when a new deal is created.

Create Note

Creates a new note for an existing lead, contact or deal.

Deal Enters New Stage

Triggers when a deal enters a new stage.

Create Deal

Creates a new deal.

New Task

Triggers when a new task is created.

Create Task

Creates a new task.

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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.

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Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

See Zendesk Sell Integrations