Create new Salesforce Lead from Zoho Books Contact

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

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

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 leads from specific new Zoho Books contacts, configure filters in the task editor.