Agile CRM Beta

WebMerge Beta


Integrate Agile CRM with WebMerge
when a deal reaches a specific milestone you choose in agile crm , send data to your Data Route URL in WebMerge.




What is Agile CRM?

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation

What is WebMerge?

Use WebMerge's document generation solution to easily merge data into custom-built documents.



How to set the workflow up

  • Select Agile CRM as your trigger app and select an event
  • Select WebMerge as your action app and select an event
  • Map the fields from Agile CRM to WebMerge by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

When a Deal reaches a specific milestone you choose in Agile CRM , send data to your Data Route URL in WebMerge.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , send data to your Merge URL in WebMerge.

Coming soon