Create new Salesforce Task from Zoho Books Sales Order

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

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

Note: For best results customers in Zoho Books should be pre-synced with contacts in Salesforce.

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 orders, configure filters in the task editor.