Create a lead record using Nintex Workflow for Salesforce. Then 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 form published inside Salesforce. If you want to publish this form to a web or mobile form, use the template: Lead Generation & Qualification from a Public Form (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