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Create new Salesforce Task from Zoho Books Sales Invoice

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

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

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 tasks from specific new Zoho Books sales invoices, configure filters in the task editor.