Lead Generation & Onboarding from a Public Form

Document created by weitkae Employee on Nov 13, 2017Last modified by weitkae Employee on Nov 15, 2017
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Create a lead record in Salesforce from a web or mobile form. Then onboard the lead with multiple people and business systems.  

 

AuthorErick Weitkamp
Long Description

This Sales Lead Generation template shows how to connect Nintex Workflow Cloud to Salesforce, and create a form driven lead generation process.

 

NOTE: This workflow uses a web or mobile form. If you want to publish your form inside Salesforce, use the template: Sales Lead Generation & Onboarding with Nintex Workflow for Salesforce.

 

What the workflow does:

  1. Starts when you load your sales lead details into a form on a public form.
  2. Creates a Lead record in Salesforce.
  3. Sends notifications to the Seller, Sales Operations, and other business systems.
  4. The workflow ends.

 

Quick start with this template:

  1. Import this template to your Nintex Workflow Cloud tenant:
    1. Copy this 32 character Workflow Key: 18c91670244248488276b2d32a1b2326
    2. In Nintex Workflow Cloud select Import, and paste in the Workflow key.
      Use the name Lead Generation and Onboarding - Website Form to help keep track of your imported templates.
  2. Create a Connection to Salesforce.
  3. Open the template and configure all of the Salesforce actions with your Salesforce connection:
    1. Start event: Form
    2. Create a record
  4. Select Publish, and Assigned use: Development to publish the workflow for testing purposes.
  5. Test the workflow:
    1. Fill in the form and click Submit.
    2. Verify that a new Lead was created in Salesforce.
    3. Verify that the Seller and Sales Operations both receive emails.
Dependencies

Requires at least a trial version of Salesforce and at least a trial version of Nintex Workflow Cloud.

Support Info

Training@nintex.com

Compatibility

Nintex Workflow Cloud

Platform

Salesforce

Screenshots

Additional Information

Nintex Workflow Cloud:

 

Nintex Platform:

Nintex Xchange Terms of Use Policy

Nintex makes no warranty or guarantee about the reliability, performance, quality, or functionality of any assets, and any assets you install are therefore provided as is. By downloading this asset, you agree to the terms of use.

  

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