Create new Salesforce Lead from Zoho Books Sales Invoice - Skyvia

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

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

How to Set Up

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

Tips

To create Salesforce leads from specific new Zoho Books sales invoices, configure filters in the task editor.