Lead Generation & Qualification from a Public Form (1 Reviewer)

Document created by weitkae Employee on Nov 13, 2017Last modified by weitkae Employee on Nov 15, 2017
Version 9Show Document
  • View in full screen mode

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.

 

 

AuthorErick Weitkamp
Long Description

This sales 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:

  1. Starts when you load your sales lead details into a form in a website.
  2. Sets initial values:
    1. Creates a Lead record in Salesforce.
    2. Sends an email to the Seller telling them that a review is underway
  3. Sends an email request for lead qualification to a Reviewer.
    • If the Sales Lead is qualified, the workflow updates the Salesforce record, informs the Seller and starts Lead onboarding processes in multiple business systems.
    • If the Sales Lead is not qualified, the workflow updates the Salesforce record and informs the Seller of their options.
  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: ba9df8c8125348d7b8d616f3f200f8a9
    2. In Nintex Workflow Cloud select Import and paste in the Workflow key.
      Use the name Lead Generation with 1 Reviewer - 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
    3. Update 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.
      1. Verify that a new Lead was created in Salesforce.
    2. Reply to the Reviewer: Please review… email with Qualified or Reject
      1. Verify that the Lead was correctly updated in Salesforce.
      2. Verify that the response emails are appropriate.

 

For more information on using and extending single reviewer workflows see this video.

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.

Outcomes