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