When a new lead is created via a Zoho Books webform, automatically send a WhatsApp template message through Telinfy.
How This Automation Works
Zoho Books
Choose the Trigger App – Zoho Books. This is the starting point of automation. According to our use-case scenario, we must select ‘ New Lead via Webform ‘ as the trigger event. Connect to your Zoho Books account to capture the new lead via webform.
Telinfy
Choose the Target App – Telinfy. This is the destination point of automation. According to our use-case scenario, we must select ‘ Send Template ‘ as the target event. Connect to your Telinfy account where you want to send the template for the trigger in Zoho Books.
What You Get
✓
Zero manual data entry — every new Zoho Books record reaches Telinfy automatically within seconds
✓
No missed leads — automation fires 24/7 without relying on manual exports or scheduled jobs
✓
Consistent data quality — field mapping prevents malformed records and errors in Telinfy
✓
Deploys in under 5 minutes — no code, no engineering ticket, no waiting for a sprint
More things you can do with Zoho Books
Launch ready-to-use workflows from Zoho Books in hours
Whenever a new contact is created in Telinfy, automatically create a contact in Zoho Bigin CRM.
CRMTry it
Whenever a new contact is created in Telinfy, automatically create a contact in Salesforce.
Sales & MarketingTry it
Whenever a new chat is created in Telinfy, automatically sync the chat with Salesforce.
Sales & MarketingTry it
Explore Similar Customer Support Apps
Connect and integrate other popular tools in the Customer Support category.
