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Create new Insightly CRM Contact from Zoho Desk Contact

This integration selects new Zoho Desk contacts and imports them to Insightly CRM.

Note: It does not import pre-existing Zoho Desk contacts to Insightly CRM.

How to Set Up

  1. Select or create connections: Zoho Desk connection for Source and Insightly CRM connection for Target.
  2. Specify the schedule on which the integration will run automatically.

Tips

  • To create Insightly CRM contacts from specific new Zoho Desk contacts, configure filters in the task editor.