Whenever a New Lead is made in Salesforce, automatically send a WhatsApp template message from Celitix
How This Automation Works
Salesforce
Choose the Trigger App – Salesforce. This is the starting point of automation. According to our use-case scenario, we must select ‘ New Lead ‘ as the trigger event. Connect to your Salesforce account to capture the new lead 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 Salesforce.
What You Get
✓
Zero manual data entry — every new Salesforce record reaches Celitix automatically within seconds
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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 Celitix
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Deploys in under 5 minutes — no code, no engineering ticket, no waiting for a sprint
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