Create new Zoho Invoice Contact from Insightly CRM Lead - Skyvia

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

Note: It does not import pre-existing Insightly CRM leads 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 leads, configure filters in the task editor.