Whenever a new account is created in Freshworks CRM, automatically send a template from Interakt.

Freshworks CRM

Choose the Trigger App – Freshworks CRM. This is the starting point of automation. According to our use-case scenario, we must select ‘ New Account ‘ as the trigger event. Connect to your Freshworks CRM account from which you want to capture the updated invoice.

trigger-step

Interakt

Choose the Target App – Interakt. 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 Interakt account where you want to send a template for the trigger in Freshworks CRM.

action-step

Ready to Integrate to automate lead sync?