Zoho CRM is a cloud CRM developed by ZOHO Corporation, and having such features as procurement, inventory, etc.
QuickBooks is a cloud solution for accounting developed and marketed by Intuit. Skyvia supports only QuickBooks Online, it does not support the desktop version of QuickBooks.
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:
- Select or create connections: Zoho connection for Source and QuickBooks connection for Target.
- 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.
