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Create new Insightly CRM Contact from Zoho Invoice Contact

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.

Tips

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