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January 11, 2018

Populate Sales Proposals for Leads in LeadOutcome

With a tool like LeadOutcome, you can easily setup a marketing engine and keep track of your leads.  Then you can add WebMerge to your sales process and you can automatically populate all types of documents like contracts, letters, and more from LeadOutcome. 

You’ll never have to copy and paste again!

In this example, we’re going to show you how to automatically populate a sales proposal when we add a tag to a lead in LeadOutcome.  We’ll then instantly email this proposal directly to our lead for review.

To get started, we’re going to setup the template for our proposal using a Word document.  Inside Word, we’re going to add our repeating proposal details then for the spots that we want to customize for each lead, we’re going to use merge fields like {$FirstName}, {$Company}, etc.

Here’s what our document looks like:

Once we have our template ready, 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, pick Office Document as the document type then pick the file from your computer.

After you’ve uploaded your document, 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 produce a PDF and include the name of our lead in the file name.

Next, we’re going to setup the delivery of our document so that it is emailed directly to our lead.  Under the Delivery tab, go ahead and Edit the default email delivery.  For the “To” address, we’re going to use a merge field for the lead’s email address.  If you don’t have a merge field in your document for the email, select <<Other>> from the dropdown then enter something like {$Email}.

Feel free to edit any of the other email settings.

Once you have updated the email delivery, we are done with the setup process in WebMerge and we’re ready to integrate with LeadOutcome.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to setup a New Zap.  For the Trigger, we’re going to select LeadOutcome as the app, then Lead Tag Added as the trigger.

Once you authenticate your LeadOutcome account, Zapier will load a test lead to make sure that everything is working.  Follow those steps and continue.

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

After you authenticate your WebMerge account, Zapier is going to load a list of the documents in your account.  Go ahead and pick your proposal you just setup and Zapier will load a list of the merge fields in your template.

For each merge field, you need to pick the corresponding fields from LeadOutcome.  This tells Zapier how to send your data 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, go ahead and save your Zap and turn it on.  We’re ready for a test!  Login to LeadOutcome and add a tag to one of your leads and Zapier will send that data over to WebMerge.

Here’s what our merged proposal looked like ready for our lead:

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

6 min read

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