Black Friday

Get Up to 40% off for any annual subscription

×
  • Home
  • Gallery
  • Create new Salesforce Account from Zoho Books Contact

Create new Salesforce Account from Zoho Books Contact

This integration selects new Zoho Books contacts and imports them to Salesforce as accounts.

Note: It does not import pre-existing Zoho Books contacts to Salesforce accounts.

How to Set Up

  1. Select or create connections: Zoho Books connection for Source and Salesforce connection for Target.
  2. Specify the schedule on which the integration will run automatically.

Tips

  • To create Salesforce accounts from specific new Zoho Books contacts, configure filters in the task editor.