Salesforce + Zoho Books
Create Salesforce leads from new Zoho Books customers
With this workflow, whenever you add a new customer in Zoho Books, it will simultaneously create a new lead in your Salesforce. It's an effortless way to ensure your sales team can immediately start managing and tracking your new patrons, improving your customer management efficiency and streamlining the lead generation process.
With this workflow, whenever you add a new customer in Zoho Books, it will simultaneously create a new lead in your Salesforce. It's an effortless way to ensure your sales team can immediately start managing and tracking your new patrons, improving your customer management efficiency and streamlining the lead generation process.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
OrganizationRequired
Try ItOrganizationRequired
Try ItOrganizationRequired
Try ItOrganization NameRequired
Customer NameRequired
Estimate Number
Date
Expiry Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Exchange Rate
Estimate Notes
Send
Estimate Terms
Shipping Charge
OrganizationRequired
Try ItStatus
OrganizationRequired
Try ItOrganizationRequired
PAN Number
GSTIN or UIN
GST Treatment
Place of Contact
Contact NameRequired
Company Name
First Name
Last Name
Email
Website
Phone
Mobile
Billing Address Address
Billing Address City
Billing Address Zip
Billing Address State
Billing Address Country
Billing Address Fax
Shipping Address Address
Shipping Address City
Shipping Address State
Shipping Address Country
Shipping Address Fax
Shipping Address Zip
Payment Terms
Notes
Vat Treatment
Tax Treatment
TRN Number
Place of Supply
OrganizationRequired
Customer NameRequired
Invoice Number
Invoice Date
Due Date
Payment Terms
Discount
Exchange Rate
Item NameRequired
Description
QuantityRequired
RateRequired
Discount ($)
Payment Options
Shipping Charge
Adjustment
Allow Partial Payment
Notes
Send
VAT Treatment
Tax Treatment
Reference Number
