How to Start a CRM Workflow in Nintex Workflow Cloud

Video created by weitkae Employee on Jun 8, 2017

    This 3 minute video provides a brief overview of how to create a Nintex Workflow Cloud workflow that starts when a new CRM lead is created in Salesforce:

    1. Create a Salesforce connection from the Connections page
    2. Create a new workflow 
    3. Configure the Start Event: 
      1. Connector: Salesforce
      2. Event: Salesforce - New lead
      3. Connection: Your Salesforce connection
    4. Test the workflow by adding an Email action and publishing the workflow. Adding a lead to Salesforce should then trigger the email

     


     

    Resources

    Visit the help files for detailed External Start guidance

    Get more technical training from our partners

    Contact support for help debugging your workflows and forms