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Happierleads - Create PDF, Word, Excel Documents
Happierleads connects with Documentero to automatically create professional documents whenever new leads are detected on your website. By using Happierleads’ visitor insights, you can instantly generate reports, proposals, or lead summaries in .docx, .pdf, or .xlsx formats. This integration makes it easy to keep sales teams updated with ready-to-share files based on real-time lead activity.
Happierleads
Documentero
Triggers
Watch New Leads — Watches for new leads.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Happierleads using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Happierleads using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF lead reports from Happierleads data
Create Word proposals for new website leads detected by Happierleads
Export Happierleads visitor insights into Excel spreadsheets
Build personalized sales letters from Happierleads lead information
Generate weekly PDF summaries of new leads from Happierleads
Create onboarding documents for new prospects identified by Happierleads
Export Happierleads company profiles into formatted Word documents
Generate sales-ready pitch decks in PDF using Happierleads data
Create Excel lead qualification sheets from Happierleads events
Automatically prepare follow-up documents for new Happierleads contacts
How you can use Happierleads + Documentero
Lead Summary Reports
Generate a PDF report with company details every time Happierleads identifies a new visitor.
Sales Proposal Drafts
Automatically create a proposal document in .docx format for each new qualified lead.
Lead Tracking Sheets
Export new lead data into an .xlsx file to share with the sales team.
Custom Intro Letters
Prepare a personalized introduction letter in Word format when a new lead is captured.
Weekly Lead Digest
Compile all new leads from Happierleads into a single PDF summary at the end of the week.
Setup Guides
Zapier Tutorial: Integrate Happierleads with Documentero
- Create a new Zap in Zapier.
- Add Happierleads to the zap and choose one of the triggers (Watch New Leads). 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 Happierleads trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Happierleads with Documentero
- Create a new scenario in Make.
- Add Happierleads to the scenario and choose one of the triggers (Watch New Leads). 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 Happierleads trigger.
- Run or schedule your scenario and verify the output.
