Automatically send SMS messages through Cheerio whenever a lead is assigned in Salesforce.

Salesforce

Choose the Trigger App – Salesforce. This is the starting point of automation. According to our use-case scenario, we must select ‘ When lead is assigned ‘ as the trigger event. Connect to your Salesforce account to capture data whenever a lead is assigned.

trigger-step

Cheerio

Choose the Target App – Cheerio. This is the destination point of automation. According to our use-case scenario, we need to select ‘ Send SMS ‘ as the target event. Connect to your Cheerio account from which you want to send an SMS message whenever a trigger occurs in Salesforce.

action-step

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