Webmerge CRM (Customer Relationship Management) Integration | PipelineDeals

Webmerge Integration

Webmerge integrations

Free your sales team from repetitive, time-wasting document creation and management with a PipelineDeals WebMerge integration. Prepare and send forms in just a few easy steps. Create and import documents into WebMerge and automatically populate them with customer data from your PipelineDeals CRM. After documents are signed, you can receive, review, and store them safely.

Efficient Document Generation and Management

Create document templates

You can build whatever you need within WebMerge. Simply upload or create your document templates, customized in dynamic Word, Excel, PowerPoint, or fillable PDF formats.

Automatically populate data

WebMerge automatically imports data from your PipelineDeals CRM account to generate and populate your documents accurately in mere minutes.

Choose delivery

You can send documents to anyone, anywhere; via email directly from PipelineDeals – or you can opt for third-party integration. Get more contracts signed and win more deals!

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