Nintex Announces Integration with & Microsoft Dynamics CRM

SEATTLE, July 14, 2014 – Nintex, the world leader in workflow software, today announced it now integrates with and Microsoft Dynamics CRM, the two market-leading CRM platforms.

Nintex is the first workflow company to enable business users to connect critical ECM and CRM systems through the cloud, allowing customers to quickly and easily automate processes between departments in a customer-driven environment.

"Nintex's integration with and Microsoft Dynamics CRM expands our platform and delivers on our promise to connect our more than 1,000 partners and 5,000 customers to their most valued systems and services," said Ryan Duguid, vice president of product at Nintex. "These integrations provide business users with a rapid, no-code approach to connecting their critical workflows with the myriad of systems they use on a daily basis, providing the first true, on-premises and cloud-to-cloud workflow solution available."

With the new integrations, users can readily accelerate a variety of processes involving frequent interactions between customer-facing teams and internal business operations. Nintex's integration with and Microsoft Dynamics CRM lets organizations:

  • Drive business processes in SharePoint in response to events in CRM so work flows better between previously siloed systems
  • Automate the process of creating, updating, retrieving, and querying records in Salesforce or Microsoft Dynamics using simple drag-and-drop workflow actions
  • Post status updates, links and polls to Salesforce Chatter or Microsoft Yammer, and progress workflows based on user responses in social channels

Nintex will offer demos and presentations of the new capabilities in booth #921 at Microsoft's Worldwide Partner Conference, Microsoft's premier event for its top partners, to be held in Washington, D.C. from July 13–17.

In addition, Christian Smith, Nintex's senior vice president of global sales, and Sean Pales, ProSymmetry Consulting founder and principal consultant, will host a breakout session that will address the tactics consultants can use to drive quicker sales, greater customer success and ongoing sales revenue:Tuesday, July 15, 9:00 a.m. in Room 208 AB: "Smash it with Nintex! 5 steps to making more money in 2015"

In a related announcement, Nintex also reported today it has partnered with DocuSign to integrate DocuSign's Digital Transaction Management (DTM) platform with Nintex's workflow automation solution.