Use this package if you need to automatically create Zoho leads from new QuickBooks Online customers.
Note: It does not convert existing QuickBooks Online customers to Zoho leads.
To use this package, you need to:
- Select or create connections: QuickBooks connection for Source and Zoho connection for Target.
- Specify the schedule, on which the package will run automatically (See how)
- If you need to create Zoho leads only for new QuickBooks Online customers, matching some condition, you can add filter conditions for the source customers. For this point to the import task and click Edit, then configure filters as described here.