Black Friday

Get Up to 40% off for any annual subscription

×
  • Home
  • Gallery
  • Create new Insightly CRM Lead from Zoho Desk Contact

Create new Insightly CRM Lead from Zoho Desk Contact

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

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

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 leads from specific new Zoho Desk contacts, configure filters in the task editor.