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Create new Zoho Invoice Contact from Insightly CRM Contact

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

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