Create a lead record in Salesforce from a web or mobile form. The request qualification from a reviewer and onboard the qualified lead with multiple people and business systems.
ales lead generation and approval template shows how to connect Nintex Workflow Cloud to Salesforce and create a form driven approval process.
NOTE: This workflow uses a website hosted form. If you want to publish your form inside Salesforce, use the template: Sales Lead Generation & Qualification from Salesforce (1 Reviewer).
What this workflow does:
Quick start with this template:
For more information on using and extending single reviewer workflows see this video.
Nintex Workflow Cloud