Nintex for Salesforce

Nintex for Salesforce cuts the administrative tasks of managing sales opportunities and helps you improve your sales-to-cash cycles. The drag-and-drop interface within the native Salesforce environment makes it easy to create workflows that keep the sales process moving. Workflows auto-assign tasks and trigger actions, alerts, and follow ups. Capture customer data through digital forms to auto-generate or update Salesforce objects. Create proposals, Statements of Work, and complex contracts—and route them for approval—at the click of a button. Nintex for Salesforce accelerates your sales, support, and service processes.

Built for Salesforce to make work easier

Auto-create opportunities
Form submissions automatically create or update opportunities in Salesforce.

Power proposal and contract creation
Use Drawloop DocGen to auto-generate complex quotes, proposals, and contract packages with the click of a button.

Kick-off customer onboarding
Closed/won status launches each step of the customer onboarding process with minimal human involvement.

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Prior to DocGen, it took corporate and our divisions weeks, even months, to prepare and send legal agreements to our retail partners. Now, the user literally has to push a button in Salesforce and within minutes, the entire envelope is generated
/Mike Machado, CRM Manager, Yamaha Corporation of America/

Connect your work to the rest of the world

Nintex Connectors seamlessly integrate the cloud services, business applications, and content stores you use every day into your workflows. Got a hybrid environment? No problem. Synchronize and manage workflows without adding overhead or process complexities.

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