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December 07, 2016

Instantly Generate Proposals for New Contacts in Nutshell CRM

Using a CRM like Nutshell is an important part of the sales process.  From collecting new leads to following up with contacts and managing deals, Nutshell has you covered.  You’ll never have a deal fall through the cracks again!

Add WebMerge to your sales process and you can save your sales team countless hours every week.  With WebMerge, you can automatically generate all types of documents like contracts, letters, quotes, and more.  Simply setup a template and data from Nutshell can automatically be populated and sent out to customers.

In this example, we’re going to show you how to automatically populate proposals for new contacts that we add to Nutshell.  To help with the integration between Nutshell and WebMerge, we’re going to use our friends over at Zapier.

To get started, we’re going to setup the template for our proposal using a Word document.  Inside our Word template, we’re going to add our normal proposal information (logo, contact info, etc) and then for the spots that we want to insert information from Nutshell, we’re going to use merge fields that look like {$FirstName}, {$CompanyName}, etc.

Here’s what our proposal template looks like:
 


Once we have our proposal finished, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button then enter a name.  On the next step, choose Office Document as the document type and then pick the file from your computer.
 


After you’ve uploaded your template to WebMerge, you’ll be taken to the Settings tab where you can change various options like the type of file that is generated and the name of the file.  For this example, we’re going to export a PDF and include the name of our contact in the file name.
 


When our proposal is generated, we want to automatically email it to our contact.  From the Deliver tab, go ahead and edit the default email delivery.  For the To address, we’re going to choose the merge field we used in our document for the contact’s email address.  If you don’t have a merge field in your doc, choose <<Other>> from the dropdown then enter something like {$Email}.
 


After we have our email delivery updated, we’re done with the setup process in WebMerge and we’re ready to integrate with Nutshell.

Inside Zapier, we’re going to create a new Zap.  For the Trigger, we’re going to choose Nutshell as the service and the New Contact as the trigger.
 


Once you authenticate your Nutshell account, Zapier is going to load a test contact to make sure everything is working ok.  Follow those steps and continue.

Next, we’re going to setup the Action of our Zap.  For the service, pick WebMerge and then pick Create Document Merge as the action.
 


After you have authenticated your WebMerge account, Zapier is going to load a list of the documents in your WebMerge account.  Go ahead and pick the proposal template that you just completed and then Zapier will load a list of all the merge fields in your document.

For each of the merge fields, you need to pick the corresponding fields from Nutshell.  This tells Zapier how to send the Nutshell information over to WebMerge so that it is populated in the correct spot on your template.
 


Once you have matched up all of your merge fields, you’re ready for a test!  Go ahead and save your Zap then turn it on.  Login to Nutshell and add a new contact.  Zapier will detect this new contact and will send the info over to WebMerge and your proposal will be generated.

Here’s what our test proposal looked like:
 


Congrats, you’re all finished!  You can now automatically populate all kinds of documents from your Nutshell CRM account.  Can you think of any other ways that you can use WebMerge to simplify your paperwork process?
 

6 min read

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