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Create new Zoho Invoice Contact from Salesforce Lead

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

  1. Select or create connections: Salesforce 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 Salesforce leads, configure filters in the task editor.