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.