WebMerge is an online service that automates your document creation process. It easily creates customized PDF and Word documents for contracts, applications, government forms, and more. Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. When combined, these two tools can greatly streamline your sales processes and take the pain away from creating, storing and sharing documents.
Typing out documents is a constant, necessary task but one that doesn’t add any value. Moreover, gathering info from your CRM, typing that in, saving the doc in multiple places and emailing it is an arduous task. Learn how you can automate document creation and a lot more with Pipedrive, WebMerge and Integromat while saving precious time that you can spend talking to clients or doing whatever you do best!
Here's the video:
The templates used in this webinar along with the links are as follows:
Generate and send a dynamic document via WebMerge when a deal is moved to a new stage on Pipedrive - link to the template
Update a Pipedrive activity when an email receives a reply - link to the template