Create new Zoho Invoice Contact from Insightly CRM Contact - Skyvia

This integration selects new Insightly CRM contacts and imports them to Zoho Invoice.

Note: It does not import pre-existing Insightly CRM contacts to Zoho Invoice contacts.

How to Set Up

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

Tips

To create Zoho Invoice contacts from specific new Insightly CRM contacts, configure filters in the task editor.