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Create new Insightly CRM Organisation from Zoho Desk Account

This integration selects new Zoho Desk accounts and imports them to Insightly CRM as organisations.

Note: It does not import pre-existing Zoho Desk accounts to Insightly CRM organisations.

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