DocMergy

Generate personalised documents, spreadsheets and presentations straight from HubSpot workflows.

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CUSTOM INTEGRATIONS

Revolutionizing Document Automation

DocMergy fully integrates with HubSpot, leveraging workflows to automate document creation based on CRM activities and engagement.
Effortlessly manage documents in familiar platforms like Microsoft Word and Google Docs.
No more cumbersome file management in unfamiliar systems - use the tools you already know and love!

Cost-Effective and Scalable

Pay for what you use: pricing is based on the number and length of documents generated, not the number of users.
Ideal for teams of any size - scales with the value it delivers to your business.

Powerful and User-Friendly Features

Generate documents from any HubSpot object or field.
Incorporate advanced formatting, calculations, and looped sections.
Include dynamic images and links directly from your CRM.
Rapid token addition to documents simplifies template creation.
Get started in minutes: intuitive setup and operation.

How It Works

Create: Draft your document in your preferred office suite, adding personalisation tokens.
Automate: Set up a HubSpot workflow that triggers document generation.
Generate: Upon workflow activation, your document populates with CRM data and is stored in HubSpot.

Extend Your Capabilities

Integrate with tools for advanced calculations, QR codes, PDF generation, transactional emails, DocuSign, and more.
Enhance document management with SharePoint and Google Drive integrations.

Streamline Your Document Creation with DocMergy

Do you frequently customize standard files with specific clients, projects, or related data? DocMergy simplifies your workflow by automatically generating documents and creating PDFs directly from HubSpot data. This process significantly reduces administrative hours, minimizes errors, and ensures consistency across all documents. Enhance your communication by attaching these files to transactional emails for a more integrated experience.

Leverage DocMergy for a Wide Range of Documents

Whether it's tailoring a proposal with project-specific details or personalizing a welcome pack for a new client, DocMergy is your go-to solution for infusing standard documents with relevant, personalized data.

Contracts
Quotes
Proposals
Training Guides
Monthly Reports
Project Deliverables
Onboarding Guides
Welcome Packs
Or any other Standard Document or File that you need to Personalise

Why Choose DocMergy?

Eliminate manual copy-pasting and tedious admin tasks.
Ensure higher quality and consistency in your documents, maintaining professional standards across all communications.
Never risk the errors of copying and pasting or accidentally leaving in a previous client's reference in a new document.
Focus on what truly matters, letting DocMergy handle the "boring stuff" with efficiency and ease.

Transform your document workflow with DocMergy - the smart choice for modern, productive businesses.

The Benefits

Work the way you know

Manage DocMergy documents without the need for additional platforms. This means your team can carry on working with the tools they know and love, without the hassle of learning a unique user interface.

Keep your data where you need it

Ensure that your files are stored in the right place, automatically populated with consistent naming conventions – find what you need, when and where you need it.

Save time and stress less

Copy & paste or find & replace? Eliminate these problematic manual processes and rest easy knowing you haven’t missed a thing with DocMergy.

Trusted by leading organisations around the globe

FAQs

Is there a limit to the number of Micro Apps or integrations I can use?

You can use as many Micro Apps and Integrations as you want with Integration Glue. The pricing is based on usage only, so you will only be charged for the number of credits you use.
Each integration is built custom and subject to an upfront cost — get in touch with the team to complete a discovery session to go through your unique integration requirements.

How can I determine if an integration or app will work with my systems?

Most Micro Apps are compatible with the pro version of HubSpot. However, it's always a good idea to check the app's compatibility requirements before installing it on your account.
Our team can help with discovery and scoping to ensure any custom integration we build will address your specific business needs and work with your existing systems.

What happens if an integration or Micro App isn't working correctly?

If you encounter issues with an integration or Micro App, please don't hesitate to reach out to our support team at support@integrationglue.com or via the chat feature on our website. Our team is here to help you resolve any issues and ensure that your integrations are working correctly.

How long does it take to set up a Micro App?

The time it takes to set up a Micro App depends on the complexity of the integration and the specific requirements of your business. However, our team is committed to providing a streamlined and efficient setup process to get your Micro App up and running as quickly as possible.
In many cases, you can install and configure the Micro App yourself. However, if you require additional support, you can contact a HubSpot professional services company — head to the HubSpot Partner Directory or contact us for additional support. They can assist with the installation and configuration of the Micro App.

Can you help me with custom integration?

Yes, we offer custom integrations that can be tailored to your business needs. Our team can work with you to get a good understanding of your requirements to create a solution that connects HubSpot to your other business critical systems.

What level of support do you offer for Micro Apps?

We offer a range of support options for our Micro Apps, including email support and phone support during business hours — head to our “Contact Us” page for more details.

Making it Stick with Integration Glue

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