Formstack Documents

Merge new leads with documents.

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.

Benefits

Save time: Spend less of your day doing manual data entry between Nutshell and Formstack Documents.

What it does

New Nutshell leads are sent to Formstack Documents to be included in documents.

Requirements

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.

Click here to set it up!

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