With a marketing tool like LeadOutcome, you can easily capture, manage and communicate with new leads for your business. From using their Lead Capture forms to collect information from your leads to their email marketing tools, LeadOutcome can automate your marketing effort.
In this example, we’re going to show you how you can use Formstack Documents to automatically populate a non-disclosure agreement from LeadOutcome when we add a new tag to one of our leads. Formstack Documents allows you to automatically generate letters, proposals, invoices, and more without having to lift a finger!
To get started, we’re going to setup the template for our contract. For this template, we’re going to use a Word document, so go ahead and open up your boiler plate contract in Word. For the spots where we want our lead information to be inserted, we’re going to add merge fields. These merge fields look like {$FirstName}, {$LastName}, {$Email}, etc.
Here’s what our contract template looks like:
Since this is a contract, we’re going to need to collect a signature from the lead. For the signature, we’re going to use SignNow and we’ll need to add a special signature tag to our document. This tag looks something like: {literal}{{t:s;r:y;o:”Signer”;}}{/literal}
Once we have our template ready to go, we need to upload it to Documents. From the Documents tab in Formstack Documents, click the New Document button and enter a name for your document. On the next step, you’re going to choose Office Document as the document type and then pick the file from your computer.
After you upload your template, you’re going to be taken to the Settings tab. On the Settings tab, you can modify different options like the type of file that is produces and the name of the file. For this example, we’re going to generate a PDF and we’ll include the name of our lead in the file name.
Next, we’re going to set up the delivery of our document to SignNow so that when the contract is generated, it is automatically sent over to SignNow for signing. Jump over to the Deliver tab and then click on the New Delivery button. Select SignNow from the list and you’ll be asked to login to your SignNow account.
Once you login to your SignNow account, you’ll be redirected back to Documents and you’ll see the settings for the delivery. You’ll need to customize the subject of the email that the signer will receive and then map the signer’s email.
After you’ve finished the SignNow settings, go ahead and save the delivery. This finishes the setup in Documents, so now we’re ready to setup the integration with LeadOutcome so that the contract is automatically generated when we add the Send Contract tag to our lead.
To help with the integration, we’re going to use our friends over at Zapier. When a lead is updated in LeadOutcome, Zapier will detect those changes then send that lead’s info over to Documents (automatically).
Inside Zapier, click the New Zap button. For the Trigger, we’re going to choose LeadOutcome as the service and then Lead Tag Added as the trigger.
Zapier will have you authenticate your LeadOutcome account – follow those steps. Zapier will load a sample lead to make sure everything is working correctly. Follow those steps and then continue.
Next, we need to add a filter to only look for the Send Contract tab. Go ahead and add a new Filter between the Trigger and Action steps, then look for Tag Name Exactly Matches Send Contract.
Next, we’re going to setup the Action for our Zap. For the service, we’re going to pick Formstack Documents and then Create Document Merge as the action.
Zapier will have you authenticate your Formstack Documents account and then you’ll be taken to a page where you need to pick the document that you’d like to merge. Go ahead and pick your contract that you just setup in Documents.
Once you pick a document, Zapier will load a list of the merge fields that are setup in your document. For each of those merge fields, you need to match up the corresponding LeadOutcome field. This tells Zapier how to send the data over to Documents so that it is placed in the correct spot on your document.
After you’ve mapped all of the fields, go ahead and save the zap then turn it on. It’s time for a test! Login to your LeadOutcome account and then add the Send Contract tag to one of your leads. Zapier will then take that information, send it over to Documents, your contract will be generated and sent to SignNow for signing.
Here’s what our contract looked like ready for signature in SignNow:
Great work! You’re all done. You can now populate all kinds of documents (contracts, invoices, proposals, etc) from your LeadOutcome account. You’ll never copy and paste again! Can you think of any other ways that you can use Formstack Documents to simplify your paperwork process?