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Create new Zoho Desk Account from Insightly CRM Organisation

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

  1. Select or create connections: Insightly CRM connection for Source and Zoho Desk connection for Target.
  2. 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.