Create new QuickBooks Online Customer from Zoho Lead

Use this package if you need to automatically create QuickBooks Online customers from new Zoho leads.

Note: It does not convert existing Zoho leads to QuickBooks Online customers.

 

Requirements

To use this package, you need to:

  1. Select or create connections: Zoho connection for Source and QuickBooks connection for Target.
  2. Specify the schedule, on which the package will run automatically (See how)

 

Tips

  • If you need to create QuickBooks Online customers only for new Zoho leads, matching some condition, you can add filter conditions for the source leads. For this point to the import task and click Edit, then configure filters as described here.

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