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

Salesforce

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

trigger-step

Telinfy

Choose the Trigger App – Telinfy. This is the destination point of automation. According to our use-case scenario, we must select ‘ Update Contact ‘ as the target event. Connect to your Telinfy account to update a contact for the trigger from Zoho Billing.

action-step

Ready to Integrate to automate lead sync?