This integration selects new Zoho Invoice contacts and imports them to SugarCRM as contacts.

Note: It does not import pre-existing Zoho Invoice contacts to SugarCRM contacts.

How to Set Up

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

Tips

  • To create SugarCRM contacts for specific new Zoho Invoice contacts, configure filters in the task editor.