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.
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.
Klamp makes it easy to integrate Zoho Books with Telinfy at no code.
See how you can get an automation workflow setup in minutes.
