Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. Formstack Documents is a platform that makes it easy to upload, merge, and deliver documents. With this integration, Zapier automatically merges new leads created in Nutshell to your Formstack documents.
Save time: Spend less of your day doing manual data entry between Nutshell and Formstack Documents.
New Nutshell leads are sent to Formstack Documents to be included in documents.
You need a Nutshell account, a Formstack Documents account (starting at $110 per month), and a Zapier account (starting at no cost).
Formstack also provides a guide for integration set up and use.