Whenever a Update Deal is made in Salesforce, automatically send a WhatsApp template message from Celitix

Salesforce

Choose the Trigger App – Salesforce. This is the starting point of automation. According to our use-case scenario, we must select ‘ Update Deal ‘ as the trigger event. Connect to your Salesforce account to capture the update deal detail.

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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.

action-step

Ready to Integrate to automate lead sync?