Populate WebMerge documents for new Microsoft Dynamics opportunities

Looking for a way to automatically populate documents like quotes, contracts, reports, and more from Microsoft Dynamics CRM? Setup this Microsoft Dynamics CRM-WebMerge integration. Each time you get a new opportunity in Dynamics CRM, Zapier will automatically send that data over to your WebMerge template(s).

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

How this Microsoft Dynamics CRM-WebMerge integration works

  1. A new opportunity is added to Microsoft Dynamics CRM
  2. Zapier automatically sends the data over to a WebMerge document template

Apps involved

  • Microsoft Dynamics CRM
  • WebMerge
Populate WebMerge documents for new Microsoft Dynamics opportunities
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Dynamics CRM is a leading customer resource management and enterprise resource planning software.

WebMerge integration logo

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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