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Zoho CRM LINE Official Account
Notify LINE when a lead is created in Zoho CRM
Try this template
Zoho CRM LINE Official Account

Notify LINE when a lead is created in Zoho CRM

Launch this workflow to connect Zoho CRM & LINE Official Account !
Try this template

‍■Overview

Do you want to quickly share lead information managed in Zoho CRM with the right team members, but find manual communication time-consuming or notifications delayed? This workflow automatically sends a LINE notification whenever a new lead is created in Zoho CRM. By connecting Zoho CRM and LINE, you can eliminate the hassle of manual communication and missed follow-ups, enabling smooth information sharing.

■Who should use this template

  • Sales representatives who use Zoho CRM and LINE but find manual notifications time-consuming
  • Those considering integrating Zoho CRM and LINE to improve the speed of lead outreach
  • Team leaders who want to streamline information sharing within their sales team and prevent missed follow-ups

■Benefits of using this template

  • Notifications are automatically sent to LINE when a lead is added to Zoho CRM, reducing the time previously spent on manual communication.
  • Prevent human errors such as delayed notifications and missed messages caused by manual information sharing, ensuring reliable communication.

■Workflow steps

  1. First, connect Zoho CRM and your LINE Official Account to Yoom.
  2. Next, select Zoho CRM as the trigger and set the action to “When a lead is created (Webhook).”
  3. Then, set the Zoho CRM “Retrieve lead information” action as an operation to retrieve the details of the newly created lead.
  4. Finally, set the LINE Official Account “Send a multicast message” action as an operation to send a message containing the retrieved information.

※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.

■Customizing this workflow

  • In the LINE Official Account message action, you can freely specify the recipients you want to notify.
  • You can flexibly customize the notification content, such as including the company name and representative’s name retrieved from Zoho CRM in the previous operation.

■Notes

  • Connect both Zoho CRM and your LINE Official Account to Yoom.
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No-Code API Actions
Executable API actions
All
Zoho CRM
LINE Official Account
Flowbot triggers
    When a New Lead Is Created
    When a New Account Is Created
    When an Account Is Created or Updated
    When a Lead Is Created or Updated
    When a Lead Is Created (Webhook)
    When Lead Is Updated (Webhook)
    When Account Is Created (Webhook)
    When Account Is Updated (Webhook)
    When Contact Is Created (Webhook)
    When Contact Is Updated (Webhook)
    Deal Created (Webhook)
    Deal Updated (Webhook)
    Task Created (Webhook)
    Task Updated (Webhook)
    Specific Field in Deal Updated (Webhook)
    When a Specific Lead Field Is Updated (Webhook)
    When a Specific Account Field Is Updated (Webhook)
    When a Specific Contact Field Is Updated (Webhook)
    When a Specific Task Field Is Updated (Webhook)
    When an Event Is Created (Webhook)
    When an Event Is Updated (Webhook)
    When a Specific Field of an Event Is Updated (Webhook)
    When a Call Is Created (Webhook)
    When a Call Is Updated (Webhook)
    When a Contact Is Created (Polling Trigger)
    When a Contact Is Updated (Polling Trigger)
    When a Webhook Event Is Received
    When a Message Is Received from a User
    When a User Adds the Account as a Friend
    When a User Blocks the Account
    When a User Unblocks the Account
    When a User Sends an Image
    [Workspace-wide] When a Webhook Event Is Received
    [Workspace-wide] When a Message Is Received from a User
    [Workspace-wide] When a User Adds the Account as a Friend
    [Workspace-wide] When a User Blocks the Account
    [Workspace-wide] When a User Unblocks
    [Workspace-wide] When a User Sends an Image
Flowbot operations
    Get a List of Lead IDs
    Get Lead Information
    Create Lead
    Update Lead Information
    Search Leads
    Get a List of Account IDs
    Get Account Information
    Create Account
    Update Account Information
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Retrieve Deal ID List
    Retrieve Deal Information
    Create Deal
    Update Deal Information
    Search Deal Information
    Attach File to Lead
    Attach File to Account
    Attach File to Deal
    Get Lead Attachment Information
    Download Lead Attachments
    Get Account Attachment Information
    Download Account Attachment
    Get Deal Attachment Information
    Download Deal Attachment
    Retrieve Contact Information
    Create Contact
    Update Contact
    Search Contacts
    Attach File to Contact
    Get Contact Attachment Details
    Download Contact Attachment
    Create Task
    Get Task
    Search Tasks
    Create Event
    Get Event
    Search Events
    Update Deal Custom Fields
    Retrieve Call
    Get Fields of a Specific Tab
    Create Record in Custom Module
    Search Custom Tab Records
    Update Record in Custom Module
    Delete Custom Module Record
    Get Specific Custom Module Record
    Associate Lead with Campaign
    Search Calls
    Retrieve Call Information
    Search Webhooks
    Get List of Contact IDs
    Update Lead Custom Field (Multi-Select)
    Update Account Custom Field (Multi-Select)
    Update Deal Custom Field (Multi-Select)
    Get Records via COQL Query
    Send a Text Message
    Get Message Delivery Statistics
    Get Friends Statistics
    Send a Broadcast Message
    Get a Specific User’s Profile Information
    Send Flex Message
    Send Image Message
    Send Multicast Message
    Get Message Attachments
    Get List of User IDs Who Added You as a Friend
    Get Group Member Profile
    Get Group Information
    Send Multicast Message (with Image)
    Link Rich Menu to Specific User
    Create Rich Menu (Postback)
    Upload Image to Rich Menu
    Get Rich Menu
    Download Rich Menu Image
    Create Rich Menu (Message)
    Create Rich Menu (URI)
    Create Rich Menu (Datetime Picker)
    Create Rich Menu (Camera)
    Create Rich Menu Alias
    Create Rich Menu (Camera Roll)
    Create Rich Menu (Location)
    Create Rich Menu (Rich Menu Switch)
    Create Rich Menu (Clipboard Copy)
    Display Loading Animation
    Delete Rich Menu
    Retrieve Rich Menu Alias List
    Link Rich Menu to Multiple Users
    Unlink Rich Menu from User
    Unlink Rich Menus from Multiple Users
Flowbot triggers
    When a New Lead Is Created
    When a New Account Is Created
    When an Account Is Created or Updated
    When a Lead Is Created or Updated
    When a Lead Is Created (Webhook)
    When Lead Is Updated (Webhook)
    When Account Is Created (Webhook)
    When Account Is Updated (Webhook)
    When Contact Is Created (Webhook)
    When Contact Is Updated (Webhook)
    Deal Created (Webhook)
    Deal Updated (Webhook)
    Task Created (Webhook)
    Task Updated (Webhook)
    Specific Field in Deal Updated (Webhook)
    When a Specific Lead Field Is Updated (Webhook)
    When a Specific Account Field Is Updated (Webhook)
    When a Specific Contact Field Is Updated (Webhook)
    When a Specific Task Field Is Updated (Webhook)
    When an Event Is Created (Webhook)
    When an Event Is Updated (Webhook)
    When a Specific Field of an Event Is Updated (Webhook)
    When a Call Is Created (Webhook)
    When a Call Is Updated (Webhook)
    When a Contact Is Created (Polling Trigger)
    When a Contact Is Updated (Polling Trigger)
Flowbot operations
    Get a List of Lead IDs
    Get Lead Information
    Create Lead
    Update Lead Information
    Search Leads
    Get a List of Account IDs
    Get Account Information
    Create Account
    Update Account Information
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Retrieve Deal ID List
    Retrieve Deal Information
    Create Deal
    Update Deal Information
    Search Deal Information
    Attach File to Lead
    Attach File to Account
    Attach File to Deal
    Get Lead Attachment Information
    Download Lead Attachments
    Get Account Attachment Information
    Download Account Attachment
    Get Deal Attachment Information
    Download Deal Attachment
    Retrieve Contact Information
    Create Contact
    Update Contact
    Search Contacts
    Attach File to Contact
    Get Contact Attachment Details
    Download Contact Attachment
    Create Task
    Get Task
    Search Tasks
    Create Event
    Get Event
    Search Events
    Update Deal Custom Fields
    Retrieve Call
    Get Fields of a Specific Tab
    Create Record in Custom Module
    Search Custom Tab Records
    Update Record in Custom Module
    Delete Custom Module Record
    Get Specific Custom Module Record
    Associate Lead with Campaign
    Search Calls
    Retrieve Call Information
    Search Webhooks
    Get List of Contact IDs
    Update Lead Custom Field (Multi-Select)
    Update Account Custom Field (Multi-Select)
    Update Deal Custom Field (Multi-Select)
    Get Records via COQL Query
Flowbot triggers
    When a Webhook Event Is Received
    When a Message Is Received from a User
    When a User Adds the Account as a Friend
    When a User Blocks the Account
    When a User Unblocks the Account
    When a User Sends an Image
    [Workspace-wide] When a Webhook Event Is Received
    [Workspace-wide] When a Message Is Received from a User
    [Workspace-wide] When a User Adds the Account as a Friend
    [Workspace-wide] When a User Blocks the Account
    [Workspace-wide] When a User Unblocks
    [Workspace-wide] When a User Sends an Image
Flowbot operations
    Send a Text Message
    Get Message Delivery Statistics
    Get Friends Statistics
    Send a Broadcast Message
    Get a Specific User’s Profile Information
    Send Flex Message
    Send Image Message
    Send Multicast Message
    Get Message Attachments
    Get List of User IDs Who Added You as a Friend
    Get Group Member Profile
    Get Group Information
    Send Multicast Message (with Image)
    Link Rich Menu to Specific User
    Create Rich Menu (Postback)
    Upload Image to Rich Menu
    Get Rich Menu
    Download Rich Menu Image
    Create Rich Menu (Message)
    Create Rich Menu (URI)
    Create Rich Menu (Datetime Picker)
    Create Rich Menu (Camera)
    Create Rich Menu Alias
    Create Rich Menu (Camera Roll)
    Create Rich Menu (Location)
    Create Rich Menu (Rich Menu Switch)
    Create Rich Menu (Clipboard Copy)
    Display Loading Animation
    Delete Rich Menu
    Retrieve Rich Menu Alias List
    Link Rich Menu to Multiple Users
    Unlink Rich Menu from User
    Unlink Rich Menus from Multiple Users
Tab 1
Tab 2
Tab 3
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