totaluat Automation October 21, 2019 Problem: Solution: Capture notes and prospect data using Nintex Forms on any device Automate record entry and conversion in CRM applications and set alerts for sales to follow-up Wake inactive lead data to re-engage prospects that have gone dark Auto-generate custom documents directly into Word, Excel, and PDF files with data dynamically pulled from CRM systems and other sources Metadata enables proper routing, allocation, and tracking of leads Explore More On Automate AutomationTools Business Process Automation Digital Transformation enterprise Integration Hyperautomation Intelligent Automation Microsoft Power Automate ProcessOptimization Robotic Process Automation RPA UiPath WorkflowAutomation