This integration selects new Zoho CRM leads and imports them to Zoho Invoice as contacts.
Note: It does not import pre-existing Zoho CRM leads 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.
- To create Zoho Invoice contacts from specific new Zoho CRM leads, configure filters in the task editor.