Populate WebMerge documents for new leads in Nutshell CRM
Need a way to automatically populate documents from Nutshell CRM? Set up this Nutshell-WebMerge integration, and whenever you add a new lead to Nutshell, Zapier will send the information over to your WebMerge template - automatically generating letters, quotes, contracts and more!
Need a way to automatically populate documents from Nutshell CRM? Set up this Nutshell-WebMerge integration, and whenever you add a new lead to Nutshell, Zapier will send the information over to your WebMerge template - automatically generating letters, quotes, contracts and more!
- When this happens...New Lead
Triggers when a new Lead is created.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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