Nutshell Integration

Connect your Nutshell account with Formstack Documents to automatically generate custom sales documents.
Nutshell CRM
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Integration Overview

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Use the integration to:

What You Need
How It Works
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Power your sales pipeline with smart workflows

Nutshell is a user-friendly sales automation CRM. Combined with Formstack Documents, you can streamline your sales process with seamless document automation. Quickly personalize and deliver documents to leads and clients and start closing more deals.
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Integration Overview

Try It Free

Partner Overview

Use the integration to:

What You Need
How It Works
Automate

Shorten your sales cycle and win more customers with instant, beautiful sales documents


Eliminate

Save time and eliminate manual data entry by mapping lead information to fields in your branded document templates 


Deliver

Quickly deliver documents to leads by email, third-party integrations, or with Formstack Sign for eSignatures


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To learn more about the integration, visit this help article.


Integration Overview

Try It Free

Partner Overview

Use the integration to:

What You Need
How It Works
Find Out More