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

  1. Select or create connections: Zoho CRM connection for Source and Zoho Invoice connection for Target.
  2. Specify the schedule on which the integration will run automatically.


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