Whenever a new lead is created in Salesforce, automatically send a template without a header via Interakt.
Salesforce
Choose the Trigger App – Salesforce. This is the starting point of automation. According to our use-case scenario, we must select ‘ New Lead ’ as the trigger event. Connect to your Salesforce account from which you want to capture the new lead is created.
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 new lead from Salesforce.
Klamp makes it easy to integrate Salesforce with Interakt at no code.
See how you can get an automation workflow setup in minutes.
