This integration selects new Zoho Desk contacts and updates status for the leads with the corresponding email in Dynamics 365 to 'contacted'.
Note: It does not update statuses for Dynamics 365 leads, corresponding to existing Zoho Desk contacts.
How to Set Up
- Select or create connections: Zoho Desk connection for Source and Dynamics 365 connection for Target.
- Specify the schedule, on which the integration will run automatically.
- To update lead status in Dynamics 365 only for specific new Zoho Desk contacts, configure filters in the task editor.