This integration selects new Salesforce accounts and imports them to Zoho Desk.
Note: It does not import pre-existing Salesforce accounts to Zoho Desk accounts.
How to Set Up
- Select or create connections: Salesforce connection for Source and Zoho Desk connection for Target.
- Specify the schedule, on which the integration will run automatically.
- To create Zoho Desk accounts only for specific new Salesforce accounts, configure filters in the task editor.