Whenever a new account is created in Salesforce, automatically send a template without a header via Interakt.

Salesforce

Choose the Trigger App – Salesforce. 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 Salesforce account from which you want to capture the new account.

trigger-step

Interakt

Choose the Target App – Interakt. This is the destination point of automation. According to our use-case scenario, we have to select ‘ Send Template with No Header ‘ as the target event. Connect your Interakt account to which you want to pass the account from Salesforce.

action-step

Ready to Integrate to automate lead sync?