Automatically send a template with or without a header from Telinfy whenever a new opportunity is created in Salesforce.
Salesforce
Choose the Trigger App – Salesforce. This is the starting point of automation. According to our use-case scenario, we must select ‘ New Opportunity ‘ as the trigger event. Connect to your Salesforce account to capture whenever a new opportunity is created.
Telinfy
Choose the Trigger App – Telinfy. This is the destination point of automation. According to our use-case scenario, we must select ‘ Update Contact ‘ as the target event. Connect to your Telinfy account to update a contact for the trigger from Zoho Billing.
Klamp makes it easy to integrate Salesforce with Telinfy at no code.
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