Create new Zoho Books Contact from FreshBooks Client
This integration selects new FreshBooks clients and imports them to Zoho Books as contacts.
Note: It does not import pre-existing FreshBooks clients to Zoho Books contacts.
How to Set Up
- Select or create connections: FreshBooks connection for Source and Zoho Books connection for Target.
- Specify the schedule on which the integration will run automatically.
Tips
- To create Zoho Books contacts from specific new FreshBooks clients, configure filters in the task editor.