This integration selects new Salesforce leads and imports them to Zoho Desk as contacts.
Note: It does not import pre-existing Salesforce leads to Zoho Desk contacts.
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 contacts only for specific new Salesforce leads, configure filters in the task editor.