Send new Nutshell leads to be merged with documents on WebMerge

Whether you're issuing NDAs, contracts, or any other documentation, don't waste time by inserting the same fields into the same documents manually, over and over again. Try this handy Nutshell Webmerge integration instead! Once you set it up, every time you create a new lead on Nutshell the data will be sent to WebMerge, where it will be merged into your documents according to your specifications, creating an automatic pipeline that saves you time— and just works.

How It Works

  1. A new lead is added on Nutshell
  2. Zapier automatically sends the data to be merged on WebMerge

What You Need

  • Nutshell account
  • WebMerge account
Send new Nutshell leads to be merged with documents on WebMerge
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Nutshell is a powerful CRM capable of handling any lead load you throw at it.

WebMerge integration logo

Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

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