Create new Zoho People Client from Insightly CRM Lead

This integration selects new Insightly CRM leads and imports them to Zoho People as clients.

Note: It does not import pre-existing Insightly CRM leads to Zoho People clients.

How to Set Up

1. Select or create connections: Insightly CRM connection for Source and Zoho People connection for Target.
2. Provide the necessary information for the integration execution:
   1. Open the import task.
   2. In Mapping Definition of your import task, for the CurrencyCode field, specify ISO 4217 currency code for your client instead of Enter your ISO 4217 currency code....
   3. Save the task.
3. Specify the schedule on which the integration will run automatically.

Tips

• To create Zoho People clients from specific new Insightly CRM leads, configure filters in the task editor.