Webmerge CRM (Customer Relationship Management) Integration | PipelineDeals

The Future of Document Management

PipelineDeals is the first sales productivity platform to combine sales engagement and CRM in one simple app.

Prepare and send forms to clients with the PipelineDeals Webmerge integration. Once signed, receive and store documents in your CRM.

  • Upload or create templates in Webmerge
  • Deliver documents via email directly from PipelineDeals
  • Automatically populate data from your CRM to your documents

Remove the repetitive work of document creation from your sales process with the PipelineDeals Webmerge integration. Create and import documents into Webmerge and automatically populate them with customer data from the PipelineDeals CRM to save work for your sales team and your customers. The end result is a more streamlined sales process with better document management across your sales team and your organization.

For more information on getting started with Webmerge, visit their website.

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