Create new Zoho People Client from Salesforce Lead

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

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

How to Set Up

1. Select or create connections: Salesforce 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 Salesforce leads, configure filters in the task editor.