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Freshmarketer - Create PDF, Word, Excel Documents
Freshmarketer connects with Documentero so you can automatically create personalized files whenever contact details are updated. With this integration, marketing teams can turn new or updated contact records into ready-to-send documents like PDFs, Word proposals, or Excel reports. It works through API, Make, or Zapier, giving you flexible ways to link your contact data with document templates.
Freshmarketer
Documentero
Triggers
Watch Contacts — Watches new or updated contacts.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Freshmarketer using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Freshmarketer using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF proposals from Freshmarketer contacts
Create personalized Excel reports when new leads are added in Freshmarketer
Export updated client details from Freshmarketer into Word contracts
Generate event registration forms from Freshmarketer contact data
Create custom thank-you letters for new Freshmarketer subscribers
Automatically produce sales agreements from Freshmarketer updates
Generate personalized onboarding documents from Freshmarketer leads
Create detailed marketing performance reports from Freshmarketer contacts
Export Freshmarketer contact updates into branded PDF brochures
Automatically generate renewal reminders from Freshmarketer contact data
How you can use Freshmarketer + Documentero
Generate Welcome Letters
When a new contact is added in Freshmarketer, Documentero can create a personalized welcome letter in PDF format.
Update Client Reports
Whenever a contact’s details change in Freshmarketer, Documentero can update an existing client report in Word or Excel.
Create Event Invitations
As soon as a new lead is added, Documentero can generate a customized event invitation in PDF.
Produce Sales Quotes
When a contact shows interest in a product, Documentero can create a sales quote document using their stored details.
Build Onboarding Kits
For every new customer in Freshmarketer, Documentero can prepare an onboarding kit with personalized documents.
Setup Guides
Zapier Tutorial: Integrate Freshmarketer with Documentero
- Create a new Zap in Zapier.
- Add Freshmarketer to the zap and choose one of the triggers (Watch Contacts). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Freshmarketer trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Freshmarketer with Documentero
- Create a new scenario in Make.
- Add Freshmarketer to the scenario and choose one of the triggers (Watch Contacts). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Freshmarketer trigger.
- Run or schedule your scenario and verify the output.
