When a new lead is created via a Zoho Books webform, automatically send a WhatsApp template message through Telinfy.

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.

trigger-step

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.

action-step

Ready to Integrate to automate lead sync?