Create new Zoho Books Contact from Salesforce Account - Skyvia

This integration selects new Salesforce accounts and imports them to Zoho Books as contacts.

Note: It does not import pre-existing Salesforce accounts to Zoho Books contacts.

How to Set Up

Select or create connections: Salesforce 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 Salesforce accounts, configure filters in the task editor.