Create new Zoho People Client from Zoho CRM Lead

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

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

How to Set Up

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