Automatically send a template with or without a header from Telinfy whenever an opportunity is updated in Salesforce.

Salesforce

Choose the Trigger App – Salesforce. This is the starting point of automation. According to our use-case scenario, we must select ‘ Update Opportunity ‘ as the trigger event. Connect to your Salesforce account to capture whenever an opportunity is updated.

trigger-step

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.

action-step

Ready to Integrate to automate lead sync?