Whenever a Update Deal is made in Freshworks, automatically send a WhatsApp template message from Celitix
How This Automation Works
Freshworks CRM
Choose the Trigger App – Freshworks. This is the starting point of automation. According to our use-case scenario, we must select ‘ New Deal ‘ as the trigger event. Connect to your Shopify account to capture the update deal detail.
Celitix
Choose the Target App – Celitix. This is the destination point of automation. According to our use-case scenario, we must select ‘ Send Template ‘ as the target event. Connect to your Celitix account where you want to send the template for the trigger in Shopify.
What You Get
✓
Zero manual data entry — every new Celitix record reaches Freshworks CRM automatically within seconds
✓
No missed leads — automation fires 24/7 without relying on manual exports or scheduled jobs
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Consistent data quality — field mapping prevents malformed records and errors in Freshworks CRM
✓
Deploys in under 5 minutes — no code, no engineering ticket, no waiting for a sprint
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