Create new Zoho Invoice Contact from Zoho CRM Lead - Skyvia

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.

Tips

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