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This integration selects new Zoho Desk contacts and updates status for the leads corresponding email in Zoho CRM to 'Contacted'.

Note: It does not update statuses for Zoho CRM leads, corresponding to existing Zoho Desk contacts.

How to Set Up

  1. Select or create connections: Zoho Desk connection for Source and Zoho CRM connection for Target.
  2. Specify the schedule on which the integration will run automatically.

Tips

  • To update Zoho CRM leads status only for specific new Zoho Desk contacts, configure filters in the task editor.