Whenever a deal is created in Zoho CRM, automatically send a template without a header in Interakt.

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 Zoho CRM account from which you want to capture the deal created.

trigger-step

Interakt

Choose the Target App – Interakt. This is the destination point of automation. According to our use-case scenario, we have to select ‘ Send Template with No Header ‘ as the target event. Connect your Interakt account to which you want to pass the deal from Zoho CRM.

action-step