Create new Zoho People Client from Dynamics 365 Lead - Skyvia

This integration selects new Dynamics 365 leads and imports them to Zoho People as clients.

Note: It does not import pre-existing Dynamics 365 leads to Zoho People clients.

How to Set Up

Select or create connections: Dynamics 365 connection for Source and Zoho People connection for Target.
Specify the schedule on which the integration will run automatically.

Tips

To create Zoho People clients from specific new Dynamics 365 leads, configure filters in the task editor.