Using this integration, you can automatically merge form responses into a WebMerge template, every time a form submission comes in. This way, when you have set up any Delivery Options for the template inside your WebMerge account, it will be delivered through the chosen service automatically upon the form submission. To perform this integration, you must choose a template and configure the field mappings under the WebMerge Template Settings.
To set up the integration:
- Click WebMerge under the Integrations tab.
- Click Integrate.
- Choose the WebMerge template under the Template Selection and click Save.
Note: To view the status of the merge, check the Mail Merge Status column in the All Entries section.