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Create new Insightly CRM Contact from Zoho Inventory Contact

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

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

How to Set Up

  1. Select or create connections: Zoho Inventory 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 Inventory contacts, configure filters in the task editor.