Whenever a new lead 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 Lead ’ as the trigger event. Connect to your Salesforce account from which you want to capture the new lead is created.

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 new lead from Salesforce.

action-step

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