Create new Zoho Invoice Contact from Salesforce Lead - Skyvia

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.

Tips

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