Create new Zoho Invoice Contact from Zoho CRM Contact - Skyvia

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

Note: It does not import pre-existing Zoho CRM contacts to Zoho Invoice contacts.

How to Set Up

Select or create connections: Zoho 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 Zoho CRM contacts, configure filters in the task editor.