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WebMerge

About WebMerge

WebMerge is an online platform that allows you to easily collect data, populate a document, and send it to anyone automatically. With the various document types offered, you can create professional looking documents that will fit right in with your business. Whether you need a secure PDF, a dynamically generated document, or the flexibility of a Word/Excel/PowerPoint, WebMerge supports it all.

Once you’re finished creating your merged document, you can choose from one of WebMerge’s powerful delivery options, such as email, saving it in the cloud, or sending it to another 3rd party.

How does WebMerge work with SharpSpring?

SharpSpring integrates with WebMerge through Zapier. Once you have integrated SharpSpring with WebMerge, your data in WebMerge will be seamlessly connected to actions completed in SharpSpring. Configure your sync in minutes to begin leveraging the best of both platforms. You can also learn more about the integration on WebMerge’s help document.

SharpSpring & WebMerge on Zapier
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The benefits of using SharpSpring & WebMerge

  • Automatically create or update contact records, opportunities, or campaigns in SharpSpring when a new merged or populated document is created in WebMerge
  • Instantly create data route merges, combine files, merge documents, and convert files in WebMerge when page visits, opportunities, form fills, or email open events occur in SharpSpring
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