Context: Real Estate, a seller who wants to sell his/her house, fills the web form, giving the address, name, etc. Info to CRM. Upon certain conditions, a contract from mail marge is sent back to the person.
The problem:
The PDF (from the mail merge) needs to be attached to the place where it started, the CRM (LOB, an app for snail mail, can only get info from one app -CRM- , not two apps - CRM and Docs).
The goal is to automate these tedious tasks ( many, many letters need to go everyday).
1) Once mail merge (current with Writer, I have tried Creator) started and completed, save that file in the CRM - in the same lead .
2) Upon updated field in the CRM (attachment), send info to LOB automatically. (Currently using Zapier with Podio)
Therefore, it just takes um action from me. If I start the mail merge, the letter is sent to LOB.
Any suggestion on how to accomplish this?
Thank you so much for any idea!