Create new Zoho Desk Account from Insightly CRM Organisation - Skyvia

This integration selects new Insightly CRM organisations and imports them to Zoho Desk as accounts.

Note: It does not import pre-existing Insightly CRM organisations to Zoho Desk accounts.

How to Set Up

Select or create connections: Insightly CRM connection for Source and Zoho Desk connection for Target.
Specify the schedule on which the integration will run automatically.

Tips

To create Zoho Desk accounts from specific new Insightly CRM organisations, configure filters in the task editor.