Automatically send a template with or without a header from Telinfy whenever a new lead is created in Salesforce.
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 whenever a new lead is created.
Telinfy
Choose the Trigger App – Telinfy. This is the destination point of automation. According to our use-case scenario, we need to select ‘ Send Template with or Without Header ’ as the target event. Connect to your Telinfy account to send a template message triggered by Salesforce.
What You Get
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Zero manual data entry — every new Salesforce record reaches Telinfy 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 Telinfy
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Deploys in under 5 minutes — no code, no engineering ticket, no waiting for a sprint
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