Whenever a Create Deal is made in Zoho CRM, automatically send a WhatsApp template message from Celitix

Zoho CRM

Choose the Trigger App – Zoho CRM. This is the starting point of automation. According to our use-case scenario, we must select ‘ Create Deal ‘ as the trigger event. Connect to your Woocommerce account to capture the create deal detail.

trigger-step

Celitix

Choose the Target App – Celitix. 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 Celitix account where you want to send the template for the trigger in Zoho CRM.

action-step

Ready to Integrate to automate lead sync?