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

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

How to Set Up

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


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