Create new Zoho Books Contact from Salesforce Contact
This integration selects new Salesforce contacts and imports them to Zoho Books.
Note: It does not import pre-existing Salesforce contacts to Zoho Books.
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 contacts, configure filters in the task editor.