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

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

How to Set Up

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


  • To create Zoho Books contacts from specific new Salesforce leads, configure filters in the task editor.