Instantly Populate a Sales Presentation from Nimble November 07, 2018

Using a CRM like Nimble can be a great way to manage your contacts and sales process. Add WebMerge to the mix, and you can automatically populate documents—like contracts, proposals, letters, and more—with data from Nimble. You’ll never need to copy and paste again!

In this example, we’re going to show you how to automatically populate a sales presentation when we add a new contact to Nimble. This presentation will then be automatically emailed directly to our contact for review.

To get started, we’re going to set up our presentation template using a PowerPoint document. Inside PowerPoint, we’re going to put together all of our slides like normal, but for the spots that we want to insert our contact’s information, we’re going to use merge fields like {$Name}, {$Email}, etc. You can name these merge fields anything you’d like, but they shouldn't have any spaces or special characters.

Here’s what our presentation template looks like:
 


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


After you’ve uploaded your template, you’ll be taken to the Settings page, where you can modify various options like the type of file that was generated and the name of the file. For this example, we’re going to produce a PDF version of the presentation and include the name of our contact in the file name.
 


Next, we’re going to set up the delivery of our document so that the merged presentation is automatically sent to our contact. On the Deliver page, click the Edit button under the default email delivery.

For the “To” address, choose the merge field for the contact’s email address. If you don’t have a merge field in your document for the email address, choose <<Other>> from the dropdown and enter something like {$Email}.

Feel free to edit any of the other settings, then save.
 


Once you've saved your email delivery, we are done with the setup process inside WebMerge, and we’re ready to integrate with Nimble. To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, create a New Zap. For the Trigger, we’re going to choose Nimble as the app, then New Contact as the trigger.
 


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

Next, we’re going to set up the Action of our Zap. For the app, choose WebMerge, then Create Document Merge as the action.
 


Once you authenticate your WebMerge account, Zapier is going to load a list of the documents in your account. Go ahead and choose the presentation that you just set up, and Zapier will load a list of the merge fields in your document.

For each merge field, you’ll need to select the corresponding Nimbe field by clicking the button on the right side of each box. This tells Zapier how to send the Nimble data over to WebMerge so that it is populated in the correct spot on your presentation.
 


Once you’ve matched up all your merge fields, go ahead and save your Zap and turn it on. We’re ready for a test! Log in to Nimble and create a new contact. Zapier will detect this new contact and send the data over to WebMerge, and your presentation will be generated.

Here’s how our presentation looks, ready for our contact:
 


Congrats, you’re all done! You can now instantly populate all kinds of documents with data from Nimble. Can you think of any other ways you could use WebMerge to simplify your paperwork processes?
 



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"The best feature is that I don't have to think about it. It works perfectly every single time!"

— Chris H

"My team can't stop talking about WebMerge and how easy it is to generate documents that used to take hours of preparation!"

— Clayton P